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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 | $53,225 | $77,638-31.4% | $156,551-66.0% | $62,881-15.4% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 5.17% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,233 | $3,444-35.2% | $5,501-59.4% | $2,281-2.1% |
| Participant deferral / active EE | $1,446 | $3,046-52.5% | $4,871-70.3% | $3,203-54.9% |
| Admin fee / account holder | $353 | $5,561-93.6% | $13,028-97.3% | $4,296-91.8% |