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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 | $43,560 | $84,236-48.3% | $170,435-74.4% | $70,126-37.9% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 18.70% | 23.06%-4.4pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,059 | $3,387-39.2% | $5,432-62.1% | $2,343-12.1% |
| Participant deferral / active EE | $3,943 | $3,086+27.8% | $4,939-20.2% | $3,332+18.3% |
| Admin fee / account holder | $40,536 | $5,698+611.4% | $13,881+192.0% | $4,645+772.6% |