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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 | $35,295 | $83,369-57.7% | $105,223-66.5% | $67,986-48.1% |
| Participation rate | 93.7% | 56.3%+37.4pp | 75.0%+18.7pp | 57.2%+36.5pp |
| Annual return | 17.45% | 24.64%-7.2pp | 180.65%-163.2pp | 31.67%-14.2pp |
| Employer contribution / active EE | $2,071 | $2,541-18.5% | $3,689-43.9% | $2,019+2.6% |
| Participant deferral / active EE | $1,740 | $3,295-47.2% | $5,072-65.7% | $3,358-48.2% |
| Admin fee / account holder | $5,776 | $4,073+41.8% | $8,859-34.8% | $3,203+80.3% |