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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 | $44,634 | $89,370-50.1% | $141,197-68.4% | $72,976-38.8% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 20.81% | 111.88%-91.1pp | 71.41%-50.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $2,501 | $3,115-19.7% | $4,736-47.2% | $2,440+2.5% |
| Participant deferral / active EE | $3,984 | $5,419-26.5% | $6,710-40.6% | $3,608+10.4% |
| Admin fee / account holder | $10,484 | $5,957+76.0% | $10,265+2.1% | $5,124+104.6% |