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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 | $54,839 | $88,360-37.9% | $145,433-62.3% | $67,986-19.3% |
| Participation rate | 76.3% | 65.5%+10.9pp | 82.1%-5.8pp | 57.2%+19.1pp |
| Annual return | 24.56% | 63.15%-38.6pp | 66.58%-42.0pp | 31.67%-7.1pp |
| Employer contribution / active EE | $2,581 | $3,054-15.5% | $4,554-43.3% | $2,019+27.8% |
| Participant deferral / active EE | $4,954 | $5,932-16.5% | $7,897-37.3% | $3,358+47.5% |
| Admin fee / account holder | $4,558 | $3,313+37.6% | $13,129-65.3% | $3,203+42.3% |