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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 | $51,509 | $88,672-41.9% | $105,223-51.0% | $82,448-37.5% |
| Participation rate | 71.3% | 67.9%+3.3pp | 75.0%-3.8pp | 68.1%+3.2pp |
| Annual return | 17.72% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,111 | $3,048+2.1% | $3,689-15.6% | $2,551+22.0% |
| Participant deferral / active EE | $4,639 | $4,036+15.0% | $5,072-8.5% | $4,139+12.1% |
| Admin fee / account holder | $2,457 | $7,146-65.6% | $8,859-72.3% | $7,234-66.0% |