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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 | $48,887 | $78,428-37.7% | $95,960-49.1% | $79,852-38.8% |
| Participation rate | 71.8% | 73.5%-1.7pp | 77.1%-5.3pp | 69.6%+2.1pp |
| Annual return | 13.49% | 19.37%-5.9pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,821 | $1,945-6.4% | $2,541-28.3% | $2,471-26.3% |
| Participant deferral / active EE | $3,025 | $3,440-12.1% | $4,167-27.4% | $3,740-19.1% |
| Admin fee / account holder | $7,271 | $5,622+29.3% | $6,797+7.0% | $5,306+37.0% |