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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 | $44,982 | $71,353-37.0% | $92,805-51.5% | $86,983-48.3% |
| Participation rate | 78.4% | 80.9%-2.5pp | 83.5%-5.1pp | 69.5%+8.8pp |
| Annual return | 26.13% | 44.68%-18.6pp | 31.59%-5.5pp | 25.83%+0.3pp |
| Employer contribution / active EE | $2,945 | $2,468+19.3% | $3,424-14.0% | $2,584+14.0% |
| Participant deferral / active EE | $6,049 | $6,966-13.2% | $8,448-28.4% | $4,194+44.2% |
| Admin fee / account holder | $2,227 | $6,099-63.5% | $10,911-79.6% | $7,856-71.7% |