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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 | $45,923 | $98,776-53.5% | $149,745-69.3% | $79,856-42.5% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 20.06% | 27.38%-7.3pp | 276.72%-256.7pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,830 | $3,217-12.0% | $4,646-39.1% | $2,471+14.5% |
| Participant deferral / active EE | $3,529 | $5,681-37.9% | $6,843-48.4% | $3,741-5.7% |
| Admin fee / account holder | $1,062 | $6,053-82.5% | $9,312-88.6% | $5,306-80.0% |