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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 | $46,095 | $98,776-53.3% | $149,745-69.2% | $79,856-42.3% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.1pp |
| Annual return | 13.84% | 27.38%-13.5pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,705 | $3,217-15.9% | $4,646-41.8% | $2,471+9.4% |
| Participant deferral / active EE | $2,816 | $5,681-50.4% | $6,843-58.9% | $3,741-24.7% |
| Admin fee / account holder | $3,059 | $6,053-49.5% | $9,312-67.1% | $5,306-42.3% |