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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 | $46,904 | $65,027-27.9% | $90,970-48.4% | $79,852-41.3% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 12.96% | 30.45%-17.5pp | 134.58%-121.6pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,715 | $1,247+37.5% | $2,122-19.2% | $2,471-30.6% |
| Participant deferral / active EE | $2,993 | $2,512+19.2% | $3,373-11.3% | $3,740-20.0% |
| Admin fee / account holder | $2,063 | $4,535-54.5% | $5,960-65.4% | $5,306-61.1% |