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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 | $51,932 | $89,364-41.9% | $141,177-63.2% | $72,983-28.8% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.5%+3.4pp | 69.5%+16.4pp |
| Annual return | 20.45% | 111.86%-91.4pp | 71.40%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,372 | $3,115-23.8% | $4,736-49.9% | $2,440-2.8% |
| Participant deferral / active EE | $3,888 | $5,419-28.2% | $6,710-42.1% | $3,608+7.8% |
| Admin fee / account holder | $2,551 | $5,959-57.2% | $10,263-75.1% | $5,124-50.2% |