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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 | $47,876 | $78,707-39.2% | $117,861-59.4% | $70,126-31.7% |
| Participation rate | 81.0% | 73.2%+7.8pp | 79.7%+1.3pp | 69.5%+11.4pp |
| Annual return | 20.21% | 23.30%-3.1pp | 335.11%-314.9pp | 73.15%-52.9pp |
| Employer contribution / active EE | $1,943 | $2,223-12.6% | $3,786-48.7% | $2,343-17.0% |
| Participant deferral / active EE | $3,255 | $3,297-1.3% | $4,482-27.4% | $3,332-2.3% |
| Admin fee / account holder | $1,149 | $5,066-77.3% | $8,021-85.7% | $4,645-75.3% |