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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 | $45,012 | $89,367-49.6% | $141,191-68.1% | $72,975-38.3% |
| Participation rate | 70.9% | 75.1%-4.2pp | 82.5%-11.6pp | 69.5%+1.4pp |
| Annual return | 21.35% | 111.87%-90.5pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,286 | $3,115-26.6% | $4,736-51.7% | $2,440-6.3% |
| Participant deferral / active EE | $5,656 | $5,419+4.4% | $6,710-15.7% | $3,608+56.8% |
| Admin fee / account holder | $1,656 | $5,957-72.2% | $10,264-83.9% | $5,124-67.7% |