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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 | $48,667 | $61,815-21.3% | $97,295-50.0% | $80,959-39.9% |
| Participation rate | 70.2% | 63.5%+6.7pp | 72.7%-2.4pp | 67.7%+2.5pp |
| Annual return | 18.88% | -558.73%+577.6pp | 75.62%-56.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $2,221 | $1,836+20.9% | $2,723-18.4% | $2,757-19.4% |
| Participant deferral / active EE | $4,404 | $3,027+45.5% | $4,264+3.3% | $4,300+2.4% |
| Admin fee / account holder | $5,007 | $5,166-3.1% | $5,646-11.3% | $6,925-27.7% |