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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 | $46,059 | $73,978-37.7% | $96,515-52.3% | $75,173-38.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 37.50% | 26.72%+10.8pp | 35.73%+1.8pp | 160.72%-123.2pp |
| Employer contribution / active EE | $2,578 | $2,931-12.0% | $3,740-31.1% | $2,671-3.5% |
| Participant deferral / active EE | $5,169 | $3,660+41.2% | $4,880+5.9% | $4,126+25.3% |
| Admin fee / account holder | $2,285 | $5,219-56.2% | $6,735-66.1% | $5,651-59.6% |