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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 | $77,569-35.8% | $115,599-57.0% | $64,097-22.4% |
| Participation rate | 72.8% | 60.7%+12.2pp | 74.3%-1.5pp | 55.2%+17.6pp |
| Annual return | 17.03% | 18.52%-1.5pp | 111.10%-94.1pp | 34.64%-17.6pp |
| Employer contribution / active EE | $2,991 | $1,915+56.2% | $2,955+1.2% | $1,891+58.1% |
| Participant deferral / active EE | $5,978 | $3,327+79.7% | $4,889+22.3% | $3,080+94.1% |
| Admin fee / account holder | $5,641 | $4,470+26.2% | $12,841-56.1% | $3,454+63.3% |