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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 | $46,067 | $201,370-77.1% | $184,256-75.0% | $145,897-68.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.19% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,337 | $7,024-38.3% | $6,427-32.5% | $4,663-7.0% |
| Participant deferral / active EE | $7,069 | $9,808-27.9% | $9,133-22.6% | $6,689+5.7% |
| Admin fee / account holder | $7,253 | $16,364-55.7% | $13,899-47.8% | $13,390-45.8% |