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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 | $47,421 | $65,367-27.5% | $92,915-49.0% | $72,976-35.0% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 24.22% | 42.11%-17.9pp | 109.45%-85.2pp | 81.02%-56.8pp |
| Employer contribution / active EE | $1,681 | $2,594-35.2% | $3,653-54.0% | $2,440-31.1% |
| Participant deferral / active EE | $3,910 | $3,128+25.0% | $4,238-7.7% | $3,608+8.4% |
| Admin fee / account holder | $1,866 | $4,251-56.1% | $5,796-67.8% | $5,124-63.6% |