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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 | $53,526 | $77,638-31.1% | $156,551-65.8% | $62,881-14.9% |
| Participation rate | 82.9% | 71.2%+11.7pp | 84.0%-1.2pp | 69.3%+13.6pp |
| Annual return | 14.81% | 50.33%-35.5pp | 32.23%-17.4pp | 20.14%-5.3pp |
| Employer contribution / active EE | $1,632 | $3,444-52.6% | $5,501-70.3% | $2,281-28.5% |
| Participant deferral / active EE | $3,648 | $3,046+19.8% | $4,871-25.1% | $3,203+13.9% |
| Admin fee / account holder | $315 | $5,561-94.3% | $13,028-97.6% | $4,296-92.7% |