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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 | $99,053-54.3% | $88,179-48.7% | $138,895-67.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.1%+22.5pp | 79.9%+11.7pp |
| Annual return | 19.23% | 78.17%-58.9pp | 64.97%-45.7pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,913 | $2,882+1.1% | $2,549+14.3% | $4,194-30.6% |
| Participant deferral / active EE | $3,923 | $5,225-24.9% | $4,614-15.0% | $6,396-38.7% |
| Admin fee / account holder | $3,610 | $8,748-58.7% | $7,673-53.0% | $12,562-71.3% |