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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 | $49,484 | $48,076+2.9% | $78,690-37.1% | $62,891-21.3% |
| Participation rate | 73.8% | 65.2%+8.6pp | 73.6%+0.3pp | 69.3%+4.5pp |
| Annual return | 5.54% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $735 | $2,015-63.5% | $2,851-74.2% | $2,281-67.8% |
| Participant deferral / active EE | $1,233 | $2,588-52.4% | $3,517-65.0% | $3,203-61.5% |
| Admin fee / account holder | $1,338 | $3,207-58.3% | $4,511-70.3% | $4,296-68.8% |