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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 | $49,764 | $80,705-38.3% | $115,768-57.0% | $67,986-26.8% |
| Participation rate | 72.8% | 63.0%+9.8pp | 74.4%-1.6pp | 57.2%+15.6pp |
| Annual return | 17.03% | 18.49%-1.5pp | 100.46%-83.4pp | 31.67%-14.6pp |
| Employer contribution / active EE | $2,991 | $2,046+46.2% | $2,940+1.7% | $2,019+48.2% |
| Participant deferral / active EE | $5,978 | $3,559+68.0% | $4,917+21.6% | $3,358+78.0% |
| Admin fee / account holder | $5,641 | $4,135+36.4% | $12,439-54.6% | $3,203+76.1% |