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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 | $48,556 | $98,766-50.8% | $149,730-67.6% | $79,852-39.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 13.01% | 27.43%-14.4pp | 276.70%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $3,727 | $3,217+15.9% | $4,645-19.8% | $2,471+50.8% |
| Participant deferral / active EE | $6,417 | $5,681+13.0% | $6,843-6.2% | $3,740+71.6% |
| Admin fee / account holder | $2,418 | $6,052-60.1% | $9,310-74.0% | $5,306-54.4% |