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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 | $44,169 | $73,988-40.3% | $96,538-54.2% | $75,177-41.2% |
| Participation rate | 79.2% | 66.4%+12.7pp | 74.3%+4.8pp | 67.2%+12.0pp |
| Annual return | 15.27% | 26.73%-11.5pp | 35.74%-20.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $2,846 | $2,930-2.9% | $3,740-23.9% | $2,671+6.6% |
| Participant deferral / active EE | $1,884 | $3,660-48.5% | $4,880-61.4% | $4,126-54.3% |
| Admin fee / account holder | $6,833 | $5,220+30.9% | $6,737+1.4% | $5,651+20.9% |