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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 | $51,587 | $93,598-44.9% | $135,974-62.1% | $75,173-31.4% |
| Participation rate | 79.0% | 75.2%+3.8pp | 81.9%-2.9pp | 67.2%+11.8pp |
| Annual return | 20.87% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,706 | $3,538-51.8% | $4,859-64.9% | $2,671-36.1% |
| Participant deferral / active EE | $6,389 | $6,405-0.3% | $7,760-17.7% | $4,126+54.8% |
| Admin fee / account holder | $2,477 | $6,978-64.5% | $10,767-77.0% | $5,651-56.2% |