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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 | $52,341 | $77,920-32.8% | $149,723-65.0% | $75,177-30.4% |
| Participation rate | 86.8% | 65.6%+21.2pp | 78.8%+8.0pp | 67.2%+19.6pp |
| Annual return | 22.71% | 31.72%-9.0pp | 134.50%-111.8pp | 160.75%-138.0pp |
| Employer contribution / active EE | $1,901 | $3,138-39.4% | $4,821-60.6% | $2,671-28.8% |
| Participant deferral / active EE | $3,839 | $3,411+12.5% | $5,682-32.4% | $4,126-7.0% |
| Admin fee / account holder | $3,345 | $5,951-43.8% | $13,215-74.7% | $5,651-40.8% |