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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 | $50,900 | $95,406-46.6% | $185,849-72.6% | $85,847-40.7% |
| Participation rate | 81.5% | 68.8%+12.7pp | 81.7%-0.2pp | 69.3%+12.2pp |
| Annual return | 17.65% | 23.59%-5.9pp | 122.10%-104.4pp | 318.61%-301.0pp |
| Employer contribution / active EE | $2,063 | $3,314-37.8% | $5,169-60.1% | $2,565-19.6% |
| Participant deferral / active EE | $3,630 | $3,424+6.0% | $5,569-34.8% | $3,952-8.2% |
| Admin fee / account holder | $5,011 | $7,214-30.5% | $16,244-69.2% | $6,261-20.0% |