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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 | $44,289 | $93,617-52.7% | $135,982-67.4% | $75,177-41.1% |
| Participation rate | 77.3% | 75.2%+2.1pp | 81.9%-4.6pp | 67.2%+10.1pp |
| Annual return | 23.12% | 30.89%-7.8pp | 68.32%-45.2pp | 160.75%-137.6pp |
| Employer contribution / active EE | $8,208 | $3,538+132.0% | $4,859+68.9% | $2,671+207.3% |
| Participant deferral / active EE | $3,399 | $6,406-46.9% | $7,760-56.2% | $4,126-17.6% |
| Admin fee / account holder | $1,329 | $6,980-81.0% | $10,767-87.7% | $5,651-76.5% |