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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 | $45,708 | $102,065-55.2% | $453,569-89.9% | $85,847-46.8% |
| Participation rate | 85.2% | 72.4%+12.8pp | 78.0%+7.2pp | 69.3%+15.9pp |
| Annual return | 19.03% | 25.44%-6.4pp | 64.43%-45.4pp | 318.61%-299.6pp |
| Employer contribution / active EE | $2,950 | $2,852+3.4% | $4,072-27.6% | $2,565+15.0% |
| Participant deferral / active EE | $4,845 | $4,789+1.2% | $6,211-22.0% | $3,952+22.6% |
| Admin fee / account holder | $3,664 | $5,717-35.9% | $11,214-67.3% | $6,261-41.5% |