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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 | $88,137-48.5% | $164,975-72.5% | $74,429-39.1% |
| Participation rate | 71.9% | 73.1%-1.2pp | 78.6%-6.7pp | 67.2%+4.7pp |
| Annual return | 14.23% | 17.13%-2.9pp | 70.12%-55.9pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $2,465 | $2,597-5.1% | $4,343-43.2% | $2,625-6.1% |
| Participant deferral / active EE | $5,499 | $4,501+22.2% | $6,033-8.9% | $4,348+26.5% |
| Admin fee / account holder | $1,586 | $2,231-28.9% | $12,688-87.5% | $1,944-18.4% |