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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 | $46,200 | $62,672-26.3% | $185,117-75.0% | $70,126-34.1% |
| Participation rate | 83.6% | 63.8%+19.8pp | 77.3%+6.3pp | 69.5%+14.0pp |
| Annual return | 13.59% | 40.79%-27.2pp | 40.50%-26.9pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,182 | $1,753-32.6% | $4,182-71.7% | $2,343-49.5% |
| Participant deferral / active EE | $4,150 | $3,272+26.8% | $5,045-17.7% | $3,332+24.6% |
| Admin fee / account holder | $4,528 | $3,932+15.2% | $8,159-44.5% | $4,645-2.5% |