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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,062 | $93,589-44.4% | $135,942-61.7% | $75,181-30.8% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 67.2%+11.2pp |
| Annual return | 23.74% | 30.90%-7.2pp | 68.28%-44.5pp | 160.69%-136.9pp |
| Employer contribution / active EE | $7,621 | $3,537+115.4% | $4,858+56.9% | $2,671+185.4% |
| Participant deferral / active EE | $6,575 | $6,405+2.7% | $7,759-15.3% | $4,126+59.4% |
| Admin fee / account holder | $1,025 | $6,977-85.3% | $10,764-90.5% | $5,650-81.8% |