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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 | $44,755 | $91,559-51.1% | $133,971-66.6% | $79,852-44.0% |
| Participation rate | 76.4% | 73.3%+3.0pp | 79.8%-3.5pp | 69.6%+6.7pp |
| Annual return | 27.92% | 61.85%-33.9pp | 45.09%-17.2pp | 31.72%-3.8pp |
| Employer contribution / active EE | $4,083 | $2,384+71.3% | $3,919+4.2% | $2,471+65.2% |
| Participant deferral / active EE | $2,183 | $3,734-41.5% | $5,047-56.7% | $3,740-41.6% |
| Admin fee / account holder | $493 | $6,321-92.2% | $8,929-94.5% | $5,306-90.7% |