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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 | $51,006 | $78,707-35.2% | $117,861-56.7% | $70,126-27.3% |
| Participation rate | 72.3% | 73.2%-0.9pp | 79.7%-7.3pp | 69.5%+2.8pp |
| Annual return | 20.26% | 23.30%-3.0pp | 335.11%-314.8pp | 73.15%-52.9pp |
| Employer contribution / active EE | $2,370 | $2,223+6.6% | $3,786-37.4% | $2,343+1.2% |
| Participant deferral / active EE | $4,337 | $3,297+31.5% | $4,482-3.2% | $3,332+30.2% |
| Admin fee / account holder | $3,621 | $5,066-28.5% | $8,021-54.9% | $4,645-22.1% |