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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 | $50,556 | $81,358-37.9% | $155,556-67.5% | $80,959-37.6% |
| Participation rate | 89.9% | 66.3%+23.6pp | 78.2%+11.6pp | 67.7%+22.2pp |
| Annual return | 17.33% | 33.39%-16.1pp | 64.84%-47.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $2,039 | $3,106-34.4% | $4,675-56.4% | $2,757-26.1% |
| Participant deferral / active EE | $5,616 | $3,455+62.5% | $5,631-0.3% | $4,300+30.6% |
| Admin fee / account holder | $3,433 | $7,994-57.1% | $15,885-78.4% | $6,925-50.4% |