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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 | $43,877 | $108,882-59.7% | $96,754-54.7% | $154,746-71.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 70.3%+22.0pp | 80.7%+11.6pp |
| Annual return | 17.81% | 98.39%-80.6pp | 82.04%-64.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,126 | $3,018-29.5% | $2,679-20.6% | $4,379-51.4% |
| Participant deferral / active EE | $5,179 | $5,323-2.7% | $4,758+8.8% | $6,730-23.1% |
| Admin fee / account holder | $374 | $10,200-96.3% | $8,905-95.8% | $14,365-97.4% |