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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 | $46,267 | $78,423-41.0% | $95,964-51.8% | $79,856-42.1% |
| Participation rate | 72.6% | 73.5%-0.9pp | 77.1%-4.5pp | 69.6%+2.9pp |
| Annual return | 17.24% | 19.37%-2.1pp | 91.64%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,440 | $1,945-26.0% | $2,541-43.3% | $2,471-41.7% |
| Participant deferral / active EE | $4,461 | $3,440+29.7% | $4,167+7.1% | $3,741+19.3% |
| Admin fee / account holder | $5,070 | $5,622-9.8% | $6,797-25.4% | $5,306-4.5% |