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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 | $44,392 | $65,367-32.1% | $92,915-52.2% | $72,976-39.2% |
| Participation rate | 90.3% | 68.3%+22.0pp | 76.0%+14.3pp | 69.5%+20.8pp |
| Annual return | 18.59% | 42.11%-23.5pp | 109.45%-90.9pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,897 | $2,594-26.9% | $3,653-48.1% | $2,440-22.3% |
| Participant deferral / active EE | $3,150 | $3,128+0.7% | $4,238-25.7% | $3,608-12.7% |
| Admin fee / account holder | $3,278 | $4,251-22.9% | $5,796-43.4% | $5,124-36.0% |