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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 | $46,431 | $115,931-59.9% | $185,441-75.0% | $86,983-46.6% |
| Participation rate | 75.0% | 73.6%+1.4pp | 80.3%-5.3pp | 69.5%+5.5pp |
| Annual return | 18.94% | 21.47%-2.5pp | 20.16%-1.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,576 | $2,937-46.3% | $4,672-66.3% | $2,584-39.0% |
| Participant deferral / active EE | $4,447 | $4,551-2.3% | $6,152-27.7% | $4,194+6.0% |
| Admin fee / account holder | $14,450 | $10,687+35.2% | $17,890-19.2% | $7,856+83.9% |