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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 | $43,883 | $76,551-42.7% | $123,894-64.6% | $62,881-30.2% |
| Participation rate | 74.5% | 73.0%+1.5pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 57.04% | 18.68%+38.4pp | 47.52%+9.5pp | 20.14%+36.9pp |
| Employer contribution / active EE | $4,144 | $2,882+43.8% | $4,617-10.2% | $2,281+81.7% |
| Participant deferral / active EE | $5,281 | $4,840+9.1% | $5,984-11.8% | $3,203+64.9% |
| Admin fee / account holder | $3,076 | $4,826-36.3% | $8,357-63.2% | $4,296-28.4% |