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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 | $43,477 | $93,064-53.3% | $74,577-41.7% | $273,972-84.1% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 43.58% | 26.18%+17.4pp | 20.47%+23.1pp | 41.46%+2.1pp |
| Employer contribution / active EE | $2,019 | $3,160-36.1% | $2,525-20.1% | $4,869-58.5% |
| Participant deferral / active EE | $3,381 | $4,160-18.7% | $3,458-2.2% | $5,287-36.1% |
| Admin fee / account holder | $2,251 | $5,273-57.3% | $4,138-45.6% | $10,133-77.8% |