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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 | $43,619 | $77,920-44.0% | $149,723-70.9% | $75,177-42.0% |
| Participation rate | 73.5% | 65.6%+7.9pp | 78.8%-5.2pp | 67.2%+6.3pp |
| Annual return | 14.54% | 31.72%-17.2pp | 134.50%-120.0pp | 160.75%-146.2pp |
| Employer contribution / active EE | $4,711 | $3,138+50.1% | $4,821-2.3% | $2,671+76.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,582 | $5,951-23.0% | $13,215-65.3% | $5,651-18.9% |