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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 | $44,113 | $82,882-46.8% | $127,803-65.5% | $72,976-39.6% |
| Participation rate | 73.0% | 71.5%+1.5pp | 79.0%-6.0pp | 69.5%+3.5pp |
| Annual return | 18.71% | 32.20%-13.5pp | 26.14%-7.4pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,146 | $3,346-35.9% | $4,576-53.1% | $2,440-12.0% |
| Participant deferral / active EE | $2,353 | $4,791-50.9% | $6,023-60.9% | $3,608-34.8% |
| Admin fee / account holder | $7,086 | $6,487+9.2% | $9,399-24.6% | $5,124+38.3% |