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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 | $52,144 | $98,776-47.2% | $149,745-65.2% | $79,856-34.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 13.51% | 27.38%-13.9pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,345 | $3,217-27.1% | $4,646-49.5% | $2,471-5.1% |
| Participant deferral / active EE | $3,855 | $5,681-32.1% | $6,843-43.7% | $3,741+3.1% |
| Admin fee / account holder | $2,308 | $6,053-61.9% | $9,312-75.2% | $5,306-56.5% |