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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 | $55,323 | $95,404-42.0% | $113,397-51.2% | $82,637-33.1% |
| Participation rate | 76.3% | 72.8%+3.5pp | 76.5%-0.2pp | 68.1%+8.3pp |
| Annual return | 16.67% | 19.08%-2.4pp | 23.20%-6.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $3,312 | $2,307+43.6% | $2,977+11.2% | $2,552+29.8% |
| Participant deferral / active EE | $5,140 | $4,220+21.8% | $5,076+1.2% | $4,126+24.6% |
| Admin fee / account holder | $300 | $9,168-96.7% | $11,957-97.5% | $7,339-95.9% |