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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 | $50,835 | $45,343+12.1% | $150,298-66.2% | $67,986-25.2% |
| Participation rate | 93.0% | 51.9%+41.2pp | 77.8%+15.3pp | 57.2%+35.8pp |
| Annual return | 21.58% | 33.28%-11.7pp | 62.79%-41.2pp | 31.67%-10.1pp |
| Employer contribution / active EE | $3,892 | $1,462+166.2% | $4,154-6.3% | $2,019+92.8% |
| Participant deferral / active EE | $7,784 | $2,055+278.8% | $5,453+42.8% | $3,358+131.8% |
| Admin fee / account holder | $5,101 | $2,250+126.7% | $14,116-63.9% | $3,203+59.2% |