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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 | $44,662 | $112,729-60.4% | $98,716-54.8% | $137,256-67.5% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 17.29% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,354 | $2,725+23.1% | $2,279+47.2% | $4,156-19.3% |
| Participant deferral / active EE | $5,855 | $4,640+26.2% | $4,048+44.6% | $6,407-8.6% |
| Admin fee / account holder | $7,727 | $10,129-23.7% | $8,703-11.2% | $12,270-37.0% |