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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 | $51,289 | $63,365-19.1% | $91,994-44.2% | $72,975-29.7% |
| Participation rate | 89.3% | 72.5%+16.8pp | 78.6%+10.7pp | 69.5%+19.8pp |
| Annual return | 21.09% | 35.35%-14.3pp | 69.04%-48.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,129 | $2,116+0.6% | $3,453-38.3% | $2,440-12.7% |
| Participant deferral / active EE | $5,006 | $4,883+2.5% | $5,924-15.5% | $3,608+38.8% |
| Admin fee / account holder | $12,658 | $4,670+171.1% | $7,744+63.5% | $5,124+147.0% |