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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 | $52,122 | $94,436-44.8% | $115,599-54.9% | $82,637-36.9% |
| Participation rate | 74.2% | 70.4%+3.8pp | 74.3%-0.1pp | 68.1%+6.1pp |
| Annual return | 13.39% | 18.37%-5.0pp | 111.10%-97.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,590 | $2,324+11.4% | $2,955-12.4% | $2,552+1.5% |
| Participant deferral / active EE | $4,328 | $3,955+9.4% | $4,889-11.5% | $4,126+4.9% |
| Admin fee / account holder | $3,249 | $10,328-68.5% | $12,841-74.7% | $7,339-55.7% |