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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 | $76,383-34.8% | $121,663-59.1% | $64,340-22.7% |
| Participation rate | 72.8% | 60.4%+12.4pp | 74.5%-1.7pp | 55.2%+17.6pp |
| Annual return | 17.03% | 16.98%0pp | 147.54%-130.5pp | 24.14%-7.1pp |
| Employer contribution / active EE | $2,991 | $1,943+54.0% | $3,020-1.0% | $1,862+60.7% |
| Participant deferral / active EE | $5,978 | $3,149+89.8% | $4,887+22.3% | $2,980+100.6% |
| Admin fee / account holder | $5,641 | $4,142+36.2% | $14,289-60.5% | $3,703+52.4% |