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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 | $46,153 | $65,034-29.0% | $90,970-49.3% | $79,856-42.2% |
| Participation rate | 92.9% | 61.6%+31.2pp | 69.0%+23.8pp | 69.6%+23.2pp |
| Annual return | 16.97% | 30.45%-13.5pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,876 | $1,247+210.7% | $2,122+82.7% | $2,471+56.8% |
| Participant deferral / active EE | $3,325 | $2,512+32.3% | $3,373-1.4% | $3,741-11.1% |
| Admin fee / account holder | $4,757 | $4,536+4.9% | $5,961-20.2% | $5,306-10.3% |