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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 | $47,700 | $87,106-45.2% | $105,607-54.8% | $80,935-41.1% |
| Participation rate | 74.3% | 70.4%+3.8pp | 75.3%-1.0pp | 67.7%+6.6pp |
| Annual return | 15.11% | 17.01%-1.9pp | 116.11%-101.0pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,060 | $2,396-55.8% | $3,167-66.5% | $2,757-61.5% |
| Participant deferral / active EE | $4,724 | $3,986+18.5% | $5,011-5.7% | $4,299+9.9% |
| Admin fee / account holder | $3,055 | $8,447-63.8% | $10,958-72.1% | $6,924-55.9% |