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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 | $54,681 | $77,638-29.6% | $156,551-65.1% | $62,881-13.0% |
| Participation rate | 73.8% | 71.2%+2.6pp | 84.0%-10.2pp | 69.3%+4.5pp |
| Annual return | 5.55% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,197 | $3,444+50.9% | $5,501-5.5% | $2,281+127.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,901 | $5,561-11.9% | $13,028-62.4% | $4,296+14.1% |