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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 | $46,335 | $83,485-44.5% | $125,195-63.0% | $72,976-36.5% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 21.99% | 25.77%-3.8pp | 43.79%-21.8pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,441 | $2,346-38.6% | $3,866-62.7% | $2,440-41.0% |
| Participant deferral / active EE | $2,787 | $3,586-22.3% | $4,937-43.6% | $3,608-22.8% |
| Admin fee / account holder | $5,487 | $5,518-0.6% | $9,704-43.5% | $5,124+7.1% |