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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 | $49,778 | $81,358-38.8% | $155,556-68.0% | $80,959-38.5% |
| Participation rate | 76.4% | 66.3%+10.1pp | 78.2%-1.9pp | 67.7%+8.7pp |
| Annual return | 23.06% | 33.39%-10.3pp | 64.84%-41.8pp | 35.67%-12.6pp |
| Employer contribution / active EE | $2,269 | $3,106-26.9% | $4,675-51.5% | $2,757-17.7% |
| Participant deferral / active EE | $5,743 | $3,455+66.2% | $5,631+2.0% | $4,300+33.6% |
| Admin fee / account holder | $2,542 | $7,994-68.2% | $15,885-84.0% | $6,925-63.3% |