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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 | $50,183 | $98,766-49.2% | $149,730-66.5% | $79,852-37.2% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 18.92% | 27.43%-8.5pp | 276.70%-257.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $2,858 | $3,217-11.1% | $4,645-38.5% | $2,471+15.7% |
| Participant deferral / active EE | $5,911 | $5,681+4.0% | $6,843-13.6% | $3,740+58.0% |
| Admin fee / account holder | $3,529 | $6,052-41.7% | $9,310-62.1% | $5,306-33.5% |