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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 | $49,756 | $84,236-40.9% | $170,435-70.8% | $70,126-29.0% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 14.74% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,008 | $3,387-40.7% | $5,432-63.0% | $2,343-14.3% |
| Participant deferral / active EE | $3,279 | $3,086+6.3% | $4,939-33.6% | $3,332-1.6% |
| Admin fee / account holder | $8,654 | $5,698+51.9% | $13,881-37.7% | $4,645+86.3% |