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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 | $51,749 | $90,674-42.9% | $96,707-46.5% | $82,448-37.2% |
| Participation rate | 82.9% | 75.9%+6.9pp | 80.4%+2.5pp | 68.1%+14.8pp |
| Annual return | 14.39% | 49.05%-34.7pp | 34.78%-20.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,882 | $3,975-27.5% | $4,191-31.2% | $2,551+13.0% |
| Participant deferral / active EE | $3,697 | $5,696-35.1% | $5,997-38.4% | $4,139-10.7% |
| Admin fee / account holder | $9,007 | $7,568+19.0% | $7,503+20.0% | $7,234+24.5% |