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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 | $46,586 | $64,324-27.6% | $118,946-60.8% | $79,852-41.7% |
| Participation rate | 78.4% | 64.9%+13.6pp | 75.4%+3.0pp | 69.6%+8.8pp |
| Annual return | 29.95% | 86.45%-56.5pp | 35.89%-5.9pp | 31.72%-1.8pp |
| Employer contribution / active EE | $1,870 | $1,836+1.8% | $3,263-42.7% | $2,471-24.3% |
| Participant deferral / active EE | $2,481 | $2,824-12.1% | $4,266-41.8% | $3,740-33.7% |
| Admin fee / account holder | $6,944 | $4,040+71.9% | $6,581+5.5% | $5,306+30.9% |