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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 | $54,192 | $76,407-29.1% | $150,298-63.9% | $82,448-34.3% |
| Participation rate | 86.2% | 66.4%+19.8pp | 77.8%+8.4pp | 68.1%+18.1pp |
| Annual return | 25.62% | 39.99%-14.4pp | 62.79%-37.2pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,581 | $2,614-39.5% | $4,154-62.0% | $2,551-38.0% |
| Participant deferral / active EE | $5,603 | $3,214+74.3% | $5,453+2.8% | $4,139+35.4% |
| Admin fee / account holder | $5,763 | $6,352-9.3% | $14,116-59.2% | $7,234-20.3% |