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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 | $53,902 | $52,678+2.3% | $75,784-28.9% | $59,633-9.6% |
| Participation rate | 71.0% | 67.2%+3.7pp | 75.8%-4.9pp | 68.7%+2.3pp |
| Annual return | 5.13% | 2.95%+2.2pp | 9.68%-4.5pp | 2041.45%-2036.3pp |
| Employer contribution / active EE | $1,862 | $2,193-15.1% | $3,323-44.0% | $2,203-15.5% |
| Participant deferral / active EE | $3,668 | $2,591+41.6% | $3,652+0.5% | $3,192+14.9% |
| Admin fee / account holder | $2,781 | $3,610-23.0% | $5,300-47.5% | $4,297-35.3% |