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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 | $52,580 | $58,311-9.8% | $81,882-35.8% | $80,959-35.1% |
| Participation rate | 75.5% | 63.5%+12.0pp | 72.4%+3.1pp | 67.7%+7.8pp |
| Annual return | 13.59% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,091 | $2,347+31.7% | $2,916+6.0% | $2,757+12.1% |
| Participant deferral / active EE | $4,753 | $3,287+44.6% | $4,323+9.9% | $4,300+10.5% |
| Admin fee / account holder | $5,570 | $4,752+17.2% | $7,360-24.3% | $6,925-19.6% |