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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 | $50,613 | $81,331-37.8% | $155,534-67.5% | $80,935-37.5% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 19.41% | 33.37%-14.0pp | 64.92%-45.5pp | 35.66%-16.2pp |
| Employer contribution / active EE | $3,629 | $3,105+16.9% | $4,675-22.4% | $2,757+31.6% |
| Participant deferral / active EE | $7,776 | $3,454+125.1% | $5,630+38.1% | $4,299+80.9% |
| Admin fee / account holder | $1,426 | $7,999-82.2% | $15,900-91.0% | $6,924-79.4% |