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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 | $51,714 | $91,559-43.5% | $133,978-61.4% | $79,856-35.2% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 27.24% | 61.85%-34.6pp | 45.10%-17.9pp | 31.71%-4.5pp |
| Employer contribution / active EE | $1,788 | $2,384-25.0% | $3,919-54.4% | $2,471-27.6% |
| Participant deferral / active EE | $3,246 | $3,734-13.1% | $5,047-35.7% | $3,741-13.2% |
| Admin fee / account holder | $575 | $6,321-90.9% | $8,930-93.6% | $5,306-89.2% |