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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 | $54,228 | $81,262-33.3% | $155,602-65.1% | $80,911-33.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 17.29% | 33.34%-16.1pp | 64.81%-47.5pp | 35.63%-18.3pp |
| Employer contribution / active EE | $2,421 | $3,102-21.9% | $4,675-48.2% | $2,756-12.1% |
| Participant deferral / active EE | $4,419 | $3,451+28.0% | $5,629-21.5% | $4,297+2.8% |
| Admin fee / account holder | $1,780 | $7,992-77.7% | $15,923-88.8% | $6,935-74.3% |