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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 | $53,825 | $63,114-14.7% | $92,915-42.1% | $65,186-17.4% |
| Participation rate | 73.0% | 68.8%+4.2pp | 76.0%-3.0pp | 70.2%+2.8pp |
| Annual return | 22.94% | 28.75%-5.8pp | 109.45%-86.5pp | 29.39%-6.4pp |
| Employer contribution / active EE | $2,257 | $2,571-12.2% | $3,653-38.2% | $2,177+3.7% |
| Participant deferral / active EE | $4,275 | $3,108+37.5% | $4,238+0.9% | $3,514+21.7% |
| Admin fee / account holder | $3,259 | $624+422.6% | $5,796-43.8% | $847+284.7% |