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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 | $46,999 | $98,652-52.4% | $142,942-67.1% | $82,448-43.0% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.8%-3.7pp | 68.1%+5.1pp |
| Annual return | 40.01% | 22.65%+17.4pp | 113.70%-73.7pp | 41.64%-1.6pp |
| Employer contribution / active EE | $2,775 | $3,211-13.6% | $4,139-33.0% | $2,551+8.8% |
| Participant deferral / active EE | $4,883 | $5,580-12.5% | $7,128-31.5% | $4,139+18.0% |
| Admin fee / account holder | $1,320 | $8,078-83.7% | $12,475-89.4% | $7,234-81.8% |