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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 | $53,448 | $47,944+11.5% | $67,834-21.2% | $62,881-15.0% |
| Participation rate | 72.0% | 61.1%+10.9pp | 68.8%+3.2pp | 69.3%+2.7pp |
| Annual return | 5.32% | 11.77%-6.4pp | 138.47%-133.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,083 | $1,562+33.4% | $2,403-13.3% | $2,281-8.7% |
| Participant deferral / active EE | $2,861 | $2,247+27.3% | $3,160-9.5% | $3,203-10.7% |
| Admin fee / account holder | $569 | $3,712-84.7% | $4,622-87.7% | $4,296-86.7% |