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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 | $47,658 | $88,137-45.9% | $164,975-71.1% | $74,429-36.0% |
| Participation rate | 77.4% | 73.1%+4.3pp | 78.6%-1.2pp | 67.2%+10.2pp |
| Annual return | 12.84% | 17.13%-4.3pp | 70.12%-57.3pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,667 | $2,597+2.7% | $4,343-38.6% | $2,625+1.6% |
| Participant deferral / active EE | $4,661 | $4,501+3.6% | $6,033-22.8% | $4,348+7.2% |
| Admin fee / account holder | $4,899 | $2,231+119.6% | $12,688-61.4% | $1,944+152.0% |