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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 | $46,846 | $78,707-40.5% | $117,861-60.3% | $70,126-33.2% |
| Participation rate | 81.7% | 73.2%+8.5pp | 79.7%+2.0pp | 69.5%+12.1pp |
| Annual return | 20.74% | 23.30%-2.6pp | 335.11%-314.4pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,733 | $2,223-22.0% | $3,786-54.2% | $2,343-26.0% |
| Participant deferral / active EE | $3,740 | $3,297+13.4% | $4,482-16.6% | $3,332+12.2% |
| Admin fee / account holder | $3,397 | $5,066-32.9% | $8,021-57.6% | $4,645-26.9% |