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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 | $58,688 | $91,559-35.9% | $133,978-56.2% | $79,856-26.5% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 13.78% | 61.85%-48.1pp | 45.10%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,397 | $2,384-41.4% | $3,919-64.3% | $2,471-43.5% |
| Participant deferral / active EE | $2,239 | $3,734-40.0% | $5,047-55.6% | $3,741-40.1% |
| Admin fee / account holder | $3,284 | $6,321-48.0% | $8,930-63.2% | $5,306-38.1% |