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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 | $42,605 | $124,314-65.7% | $109,163-61.0% | $167,518-74.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 16.43% | 26.04%-9.6pp | 25.75%-9.3pp | 478.71%-462.3pp |
| Employer contribution / active EE | $2,721 | $4,209-35.3% | $3,723-26.9% | $4,838-43.8% |
| Participant deferral / active EE | $5,652 | $5,256+7.5% | $4,654+21.4% | $6,342-10.9% |
| Admin fee / account holder | $1,739 | $7,973-78.2% | $6,754-74.3% | $12,312-85.9% |