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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 | $53,854 | $81,262-33.7% | $155,602-65.4% | $80,911-33.4% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.5pp | 67.6%+28.1pp |
| Annual return | 14.05% | 33.34%-19.3pp | 64.81%-50.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $2,858 | $3,102-7.9% | $4,675-38.9% | $2,756+3.7% |
| Participant deferral / active EE | $6,783 | $3,451+96.5% | $5,629+20.5% | $4,297+57.8% |
| Admin fee / account holder | $2,291 | $7,992-71.3% | $15,923-85.6% | $6,935-67.0% |