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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 | $46,669 | $97,125-51.9% | $86,233-45.9% | $137,256-66.0% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.0%+19.2pp | 80.0%+8.3pp |
| Annual return | 15.34% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,929 | $2,841+3.1% | $2,504+16.9% | $4,156-29.5% |
| Participant deferral / active EE | $8,161 | $5,180+57.6% | $4,559+79.0% | $6,407+27.4% |
| Admin fee / account holder | $2,545 | $9,725-73.8% | $8,342-69.5% | $12,270-79.3% |