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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 | $58,146 | $77,638-25.1% | $156,551-62.9% | $62,881-7.5% |
| Participation rate | 82.4% | 71.2%+11.2pp | 84.0%-1.7pp | 69.3%+13.0pp |
| Annual return | 4.69% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,526 | $3,444-26.7% | $5,501-54.1% | $2,281+10.7% |
| Participant deferral / active EE | $3,621 | $3,046+18.9% | $4,871-25.7% | $3,203+13.1% |
| Admin fee / account holder | $14,521 | $5,561+161.1% | $13,028+11.5% | $4,296+238.0% |