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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 | $37,825 | $56,063-32.5% | $76,051-50.3% | $80,911-53.3% |
| Participation rate | 74.2% | 62.0%+12.2pp | 69.1%+5.1pp | 67.6%+6.5pp |
| Annual return | 14.75% | 20.54%-5.8pp | 360.42%-345.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,378 | $1,874+26.9% | $2,690-11.6% | $2,756-13.7% |
| Participant deferral / active EE | $5,400 | $3,052+76.9% | $4,257+26.8% | $4,297+25.7% |
| Admin fee / account holder | $1,889 | $5,240-63.9% | $6,416-70.6% | $6,935-72.8% |