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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 | $45,097 | $91,037-50.5% | $71,671-37.1% | $147,586-69.4% |
| Participation rate | 76.9% | 76.1%+0.8pp | 68.7%+8.2pp | 82.8%-5.9pp |
| Annual return | 16.88% | 20.48%-3.6pp | 20.65%-3.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,329 | $3,327-30.0% | $2,460-5.3% | $4,876-52.2% |
| Participant deferral / active EE | $4,521 | $4,498+0.5% | $3,438+31.5% | $5,439-16.9% |
| Admin fee / account holder | $2,636 | $8,613-69.4% | $5,558-52.6% | $10,886-75.8% |