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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 | $49,906 | $67,602-26.2% | $82,312-39.4% | $70,126-28.8% |
| Participation rate | 81.7% | 72.8%+8.9pp | 76.9%+4.8pp | 69.5%+12.1pp |
| Annual return | 14.51% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,935 | $1,755+10.3% | $2,428-20.3% | $2,343-17.4% |
| Participant deferral / active EE | $4,514 | $2,987+51.1% | $3,706+21.8% | $3,332+35.5% |
| Admin fee / account holder | $13,318 | $4,512+195.2% | $5,608+137.5% | $4,645+186.7% |