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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 | $45,892 | $51,222-10.4% | $70,544-34.9% | $75,173-39.0% |
| Participation rate | 75.9% | 61.0%+14.9pp | 68.4%+7.5pp | 67.2%+8.7pp |
| Annual return | 23.25% | 30.06%-6.8pp | 32.79%-9.5pp | 160.72%-137.5pp |
| Employer contribution / active EE | $2,874 | $1,827+57.3% | $2,976-3.4% | $2,671+7.6% |
| Participant deferral / active EE | $4,824 | $2,850+69.3% | $4,568+5.6% | $4,126+16.9% |
| Admin fee / account holder | $5,287 | $4,096+29.1% | $6,427-17.7% | $5,651-6.4% |