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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 | $52,413 | $76,367-31.4% | $93,614-44.0% | $72,983-28.2% |
| Participation rate | 70.4% | 71.7%-1.4pp | 75.8%-5.5pp | 69.5%+0.9pp |
| Annual return | 34.17% | 25.82%+8.3pp | 32.76%+1.4pp | 81.01%-46.8pp |
| Employer contribution / active EE | $1,621 | $2,275-28.8% | $2,718-40.4% | $2,440-33.6% |
| Participant deferral / active EE | $5,002 | $3,538+41.4% | $4,069+22.9% | $3,608+38.6% |
| Admin fee / account holder | $1,659 | $6,838-75.7% | $7,889-79.0% | $5,124-67.6% |