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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 | $47,197 | $85,766-45.0% | $136,298-65.4% | $70,126-32.7% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 17.00% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,735 | $2,966-7.8% | $4,696-41.8% | $2,343+16.8% |
| Participant deferral / active EE | $5,257 | $5,051+4.1% | $6,247-15.8% | $3,332+57.8% |
| Admin fee / account holder | $3,706 | $5,421-31.6% | $9,244-59.9% | $4,645-20.2% |