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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 | $45,352 | $88,203-48.6% | $165,100-72.5% | $74,478-39.1% |
| Participation rate | 71.9% | 73.1%-1.2pp | 78.6%-6.7pp | 67.2%+4.7pp |
| Annual return | 14.23% | 17.13%-2.9pp | 70.21%-56.0pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $2,465 | $2,601-5.2% | $4,348-43.3% | $2,626-6.1% |
| Participant deferral / active EE | $5,499 | $4,505+22.1% | $6,035-8.9% | $4,350+26.4% |
| Admin fee / account holder | $1,586 | $2,235-29.0% | $12,696-87.5% | $1,946-18.5% |