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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 | $47,081 | $103,392-54.5% | $87,104-45.9% | $152,897-69.2% |
| Participation rate | 81.0% | 79.4%+1.6pp | 76.9%+4.1pp | 82.5%-1.5pp |
| Annual return | 24.65% | 28.10%-3.4pp | 28.19%-3.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,596 | $3,221-19.4% | $2,521+3.0% | $4,764-45.5% |
| Participant deferral / active EE | $4,378 | $4,778-8.4% | $4,048+8.1% | $5,851-25.2% |
| Admin fee / account holder | $730 | $12,194-94.0% | $7,491-90.2% | $11,599-93.7% |