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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 | $58,683 | $70,667-17.0% | $123,105-52.3% | $52,331+12.1% |
| Participation rate | 80.4% | 83.7%-3.4pp | 86.8%-6.4pp | 68.1%+12.3pp |
| Annual return | 5.17% | 6.23%-1.1pp | 13.22%-8.0pp | 4.54%+0.6pp |
| Employer contribution / active EE | $3,236 | $2,946+9.9% | $5,151-37.2% | $1,882+72.0% |
| Participant deferral / active EE | $11,871 | $4,493+164.2% | $6,229+90.6% | $3,022+292.8% |
| Admin fee / account holder | $5,552 | $506+996.1% | $9,014-38.4% | $592+838.4% |