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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 | $44,023 | $47,848-8.0% | $81,473-46.0% | $70,126-37.2% |
| Participation rate | 81.4% | 58.3%+23.2pp | 68.0%+13.5pp | 69.5%+11.9pp |
| Annual return | 15.94% | 27.25%-11.3pp | 38.78%-22.8pp | 73.15%-57.2pp |
| Employer contribution / active EE | $2,687 | $1,527+75.9% | $2,568+4.6% | $2,343+14.7% |
| Participant deferral / active EE | $2,717 | $2,453+10.8% | $3,537-23.2% | $3,332-18.5% |
| Admin fee / account holder | $6,058 | $3,145+92.6% | $4,561+32.8% | $4,645+30.4% |