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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 | $44,337 | $88,996-50.2% | $78,004-43.2% | $138,895-68.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 22.20% | 28.03%-5.8pp | 31.07%-8.9pp | 145.39%-123.2pp |
| Employer contribution / active EE | $3,075 | $2,917+5.4% | $2,469+24.5% | $4,194-26.7% |
| Participant deferral / active EE | $7,522 | $4,724+59.2% | $4,092+83.8% | $6,396+17.6% |
| Admin fee / account holder | $4,617 | $8,807-47.6% | $7,578-39.1% | $12,562-63.2% |