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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 | $42,525 | $147,556-71.2% | $129,031-67.0% | $198,609-78.6% |
| Participation rate | 71.4% | 77.2%-5.8pp | 73.4%-1.9pp | 82.4%-10.9pp |
| Annual return | 16.35% | 37.41%-21.1pp | 34.67%-18.3pp | 202.70%-186.3pp |
| Employer contribution / active EE | $4,751 | $3,645+30.3% | $3,226+47.3% | $5,055-6.0% |
| Participant deferral / active EE | $5,693 | $5,760-1.2% | $5,217+9.1% | $6,977-18.4% |
| Admin fee / account holder | $5,356 | $15,467-65.4% | $13,208-59.4% | $19,030-71.9% |