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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 | $48,254 | $81,208-40.6% | $98,920-51.2% | $79,856-39.6% |
| Participation rate | 73.3% | 72.5%+0.8pp | 76.0%-2.7pp | 69.6%+3.7pp |
| Annual return | 12.99% | 60.99%-48.0pp | 196.47%-183.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,766 | $1,960-9.9% | $2,689-34.3% | $2,471-28.5% |
| Participant deferral / active EE | $3,448 | $3,265+5.6% | $4,245-18.8% | $3,741-7.8% |
| Admin fee / account holder | $2,818 | $6,013-53.1% | $6,643-57.6% | $5,306-46.9% |