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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 | $48,574 | $115,225-57.8% | $100,712-51.8% | $138,895-65.0% |
| Participation rate | 78.3% | 74.3%+3.9pp | 69.3%+9.0pp | 79.9%-1.7pp |
| Annual return | 22.88% | 40.35%-17.5pp | 33.27%-10.4pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,202 | $2,771-20.5% | $2,313-4.8% | $4,194-47.5% |
| Participant deferral / active EE | $4,662 | $4,699-0.8% | $4,085+14.1% | $6,396-27.1% |
| Admin fee / account holder | $1,383 | $10,844-87.2% | $9,256-85.1% | $12,562-89.0% |