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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 | $49,416 | $65,027-24.0% | $90,970-45.7% | $79,852-38.1% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 19.86% | 30.45%-10.6pp | 134.58%-114.7pp | 31.72%-11.9pp |
| Employer contribution / active EE | $1,452 | $1,247+16.4% | $2,122-31.6% | $2,471-41.2% |
| Participant deferral / active EE | $3,313 | $2,512+31.9% | $3,373-1.8% | $3,740-11.4% |
| Admin fee / account holder | $765 | $4,535-83.1% | $5,960-87.2% | $5,306-85.6% |