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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 | $53,747 | $95,406-43.7% | $185,849-71.1% | $85,847-37.4% |
| Participation rate | 79.8% | 68.8%+11.0pp | 81.7%-1.9pp | 69.3%+10.5pp |
| Annual return | 18.54% | 23.59%-5.0pp | 122.10%-103.6pp | 318.61%-300.1pp |
| Employer contribution / active EE | $1,877 | $3,314-43.4% | $5,169-63.7% | $2,565-26.9% |
| Participant deferral / active EE | $3,598 | $3,424+5.1% | $5,569-35.4% | $3,952-9.0% |
| Admin fee / account holder | $1,108 | $7,214-84.6% | $16,244-93.2% | $6,261-82.3% |