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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 | $54,291 | $89,364-39.2% | $141,177-61.5% | $72,983-25.6% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 53.36% | 111.86%-58.5pp | 71.40%-18.0pp | 81.01%-27.6pp |
| Employer contribution / active EE | $1,956 | $3,115-37.2% | $4,736-58.7% | $2,440-19.8% |
| Participant deferral / active EE | $3,044 | $5,419-43.8% | $6,710-54.6% | $3,608-15.6% |
| Admin fee / account holder | $2,187 | $5,959-63.3% | $10,263-78.7% | $5,124-57.3% |