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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 | $51,244 | $69,977-26.8% | $108,582-52.8% | $62,881-18.5% |
| Participation rate | 76.2% | 72.9%+3.3pp | 79.6%-3.4pp | 69.3%+6.9pp |
| Annual return | 36.08% | 10.73%+25.3pp | -51.70%+87.8pp | 20.14%+15.9pp |
| Employer contribution / active EE | $1,750 | $2,135-18.0% | $3,758-53.4% | $2,281-23.3% |
| Participant deferral / active EE | $2,985 | $3,165-5.7% | $4,311-30.8% | $3,203-6.8% |
| Admin fee / account holder | $3,836 | $5,076-24.4% | $7,645-49.8% | $4,296-10.7% |