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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 | $57,434 | $37,436+53.4% | $77,513-25.9% | $79,858-28.1% |
| Participation rate | 79.5% | 41.5%+38.0pp | 54.2%+25.4pp | 69.6%+9.9pp |
| Annual return | 20.64% | 39.75%-19.1pp | 54.81%-34.2pp | 31.72%-11.1pp |
| Employer contribution / active EE | $561 | $637-11.9% | $987-43.1% | $2,471-77.3% |
| Participant deferral / active EE | $3,325 | $1,261+163.7% | $1,861+78.6% | $3,740-11.1% |
| Admin fee / account holder | $1,882 | $2,505-24.9% | $2,859-34.2% | $5,306-64.5% |