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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 | $43,183 | $93,598-53.9% | $135,974-68.2% | $75,173-42.6% |
| Participation rate | 76.3% | 75.2%+1.1pp | 81.9%-5.6pp | 67.2%+9.1pp |
| Annual return | 19.03% | 30.89%-11.9pp | 68.30%-49.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $2,537 | $3,538-28.3% | $4,859-47.8% | $2,671-5.0% |
| Participant deferral / active EE | $4,831 | $6,405-24.6% | $7,760-37.7% | $4,126+17.1% |
| Admin fee / account holder | $1,736 | $6,978-75.1% | $10,767-83.9% | $5,651-69.3% |