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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 | $48,474 | $89,370-45.8% | $141,197-65.7% | $72,976-33.6% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 19.37% | 111.88%-92.5pp | 71.41%-52.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $2,783 | $3,115-10.7% | $4,736-41.2% | $2,440+14.1% |
| Participant deferral / active EE | $3,852 | $5,419-28.9% | $6,710-42.6% | $3,608+6.8% |
| Admin fee / account holder | $2,587 | $5,957-56.6% | $10,265-74.8% | $5,124-49.5% |