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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 | $53,917 | $57,828-6.8% | $117,039-53.9% | $70,126-23.1% |
| Participation rate | 75.9% | 67.1%+8.7pp | 77.2%-1.3pp | 69.5%+6.3pp |
| Annual return | 17.48% | 17.55%-0.1pp | 18.95%-1.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,770 | $1,816-2.5% | $3,785-53.2% | $2,343-24.4% |
| Participant deferral / active EE | $4,690 | $2,438+92.4% | $3,929+19.3% | $3,332+40.8% |
| Admin fee / account holder | $539 | $3,548-84.8% | $5,974-91.0% | $4,645-88.4% |