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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 | $51,278 | $53,774-4.6% | $134,162-61.8% | $79,856-35.8% |
| Participation rate | 76.7% | 58.8%+17.9pp | 72.2%+4.5pp | 69.6%+7.0pp |
| Annual return | 17.14% | 19.01%-1.9pp | 36.35%-19.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,593 | $1,322+20.6% | $3,705-57.0% | $2,471-35.5% |
| Participant deferral / active EE | $3,699 | $2,420+52.9% | $3,500+5.7% | $3,741-1.1% |
| Admin fee / account holder | $564 | $3,985-85.9% | $6,685-91.6% | $5,306-89.4% |