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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 | $50,719 | $76,407-33.6% | $150,298-66.3% | $82,448-38.5% |
| Participation rate | 98.3% | 66.4%+31.9pp | 77.8%+20.5pp | 68.1%+30.2pp |
| Annual return | 16.07% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,584 | $2,614-39.4% | $4,154-61.9% | $2,551-37.9% |
| Participant deferral / active EE | $5,578 | $3,214+73.5% | $5,453+2.3% | $4,139+34.8% |
| Admin fee / account holder | $4,447 | $6,352-30.0% | $14,116-68.5% | $7,234-38.5% |