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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 | $30,744 | $117,846-73.9% | $102,434-70.0% | $145,884-78.9% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 10.64% | 31.90%-21.3pp | 29.46%-18.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,147 | $3,615-40.6% | $3,023-29.0% | $4,662-54.0% |
| Participant deferral / active EE | $3,099 | $5,733-45.9% | $5,055-38.7% | $6,690-53.7% |
| Admin fee / account holder | $2,549 | $13,356-80.9% | $9,462-73.1% | $13,392-81.0% |