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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 | $45,239 | $97,125-53.4% | $86,233-47.5% | $137,256-67.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 19.23% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,913 | $2,841+2.5% | $2,504+16.3% | $4,156-29.9% |
| Participant deferral / active EE | $3,923 | $5,180-24.3% | $4,559-13.9% | $6,407-38.8% |
| Admin fee / account holder | $3,610 | $9,725-62.9% | $8,342-56.7% | $12,270-70.6% |