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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 | $42,001 | $78,428-46.4% | $95,960-56.2% | $79,852-47.4% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+6.0pp |
| Annual return | 41.31% | 19.37%+21.9pp | 91.63%-50.3pp | 31.72%+9.6pp |
| Employer contribution / active EE | $1,446 | $1,945-25.7% | $2,541-43.1% | $2,471-41.5% |
| Participant deferral / active EE | $4,904 | $3,440+42.6% | $4,167+17.7% | $3,740+31.1% |
| Admin fee / account holder | $1,761 | $5,622-68.7% | $6,797-74.1% | $5,306-66.8% |