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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 | $46,230 | $73,988-37.5% | $96,538-52.1% | $75,177-38.5% |
| Participation rate | 72.8% | 66.4%+6.4pp | 74.3%-1.5pp | 67.2%+5.6pp |
| Annual return | 17.93% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,231 | $2,930-23.9% | $3,740-40.3% | $2,671-16.5% |
| Participant deferral / active EE | $4,116 | $3,660+12.4% | $4,880-15.7% | $4,126-0.3% |
| Admin fee / account holder | $2,683 | $5,220-48.6% | $6,737-60.2% | $5,651-52.5% |