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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 | $44,030 | $109,359-59.7% | $162,185-72.9% | $72,976-39.7% |
| Participation rate | 77.1% | 84.3%-7.1pp | 87.6%-10.4pp | 69.5%+7.7pp |
| Annual return | 19.45% | 25.46%-6.0pp | 115.61%-96.2pp | 81.02%-61.6pp |
| Employer contribution / active EE | $3,732 | $3,907-4.5% | $5,613-33.5% | $2,440+52.9% |
| Participant deferral / active EE | $3,103 | $5,481-43.4% | $7,297-57.5% | $3,608-14.0% |
| Admin fee / account holder | $2,923 | $7,972-63.3% | $10,844-73.0% | $5,124-43.0% |