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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 | $124,980-61.1% | $108,359-55.2% | $154,746-68.6% |
| Participation rate | 78.3% | 75.2%+3.1pp | 70.1%+8.1pp | 80.7%-2.4pp |
| Annual return | 22.88% | 45.00%-22.1pp | 36.89%-14.0pp | 172.34%-149.5pp |
| Employer contribution / active EE | $2,202 | $2,851-22.8% | $2,399-8.2% | $4,379-49.7% |
| Participant deferral / active EE | $4,662 | $4,743-1.7% | $4,137+12.7% | $6,730-30.7% |
| Admin fee / account holder | $1,383 | $11,502-88.0% | $9,741-85.8% | $14,365-90.4% |