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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 | $51,204 | $49,976+2.5% | $66,674-23.2% | $82,637-38.0% |
| Participation rate | 80.2% | 63.1%+17.1pp | 73.7%+6.5pp | 68.1%+12.2pp |
| Annual return | 14.29% | 39.09%-24.8pp | 321.24%-307.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,321 | $1,988-33.5% | $2,620-49.6% | $2,552-48.2% |
| Participant deferral / active EE | $2,859 | $2,847+0.4% | $4,084-30.0% | $4,126-30.7% |
| Admin fee / account holder | $4,948 | $4,594+7.7% | $5,098-2.9% | $7,339-32.6% |