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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 | $55,833 | $65,712-15.0% | $57,196-2.4% | $273,972-79.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 4.33% | 22.01%-17.7pp | 14.59%-10.3pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,433 | $3,280-56.3% | $2,683-46.6% | $4,869-70.6% |
| Participant deferral / active EE | $4,867 | $3,782+28.7% | $3,096+57.2% | $5,287-7.9% |
| Admin fee / account holder | $3,623 | $4,838-25.1% | $3,141+15.4% | $10,133-64.2% |