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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 | $44,504 | $89,370-50.2% | $141,197-68.5% | $72,976-39.0% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 19.11% | 111.88%-92.8pp | 71.41%-52.3pp | 81.02%-61.9pp |
| Employer contribution / active EE | $3,783 | $3,115+21.4% | $4,736-20.1% | $2,440+55.0% |
| Participant deferral / active EE | $2,359 | $5,419-56.5% | $6,710-64.8% | $3,608-34.6% |
| Admin fee / account holder | $4,964 | $5,957-16.7% | $10,265-51.6% | $5,124-3.1% |