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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 | $49,235 | $78,423-37.2% | $95,964-48.7% | $79,856-38.3% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 20.49% | 19.37%+1.1pp | 91.64%-71.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,266 | $1,945+16.5% | $2,541-10.8% | $2,471-8.3% |
| Participant deferral / active EE | $4,755 | $3,440+38.2% | $4,167+14.1% | $3,741+27.1% |
| Admin fee / account holder | $2,921 | $5,622-48.0% | $6,797-57.0% | $5,306-45.0% |