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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 | $42,651 | $59,839-28.7% | $81,991-48.0% | $79,852-46.6% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.3%+15.2pp | 69.6%+14.8pp |
| Annual return | 13.34% | 17.56%-4.2pp | 41.31%-28.0pp | 31.72%-18.4pp |
| Employer contribution / active EE | $5,535 | $1,713+223.1% | $2,498+121.6% | $2,471+124.0% |
| Participant deferral / active EE | $2,674 | $2,695-0.8% | $3,722-28.2% | $3,740-28.5% |
| Admin fee / account holder | $1,580 | $4,287-63.1% | $5,665-72.1% | $5,306-70.2% |