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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 | $52,162 | $71,057-26.6% | $93,654-44.3% | $80,874-35.5% |
| Participation rate | 94.0% | 60.4%+33.6pp | 68.7%+25.3pp | 67.6%+26.4pp |
| Annual return | 22.89% | 11.26%+11.6pp | 133.34%-110.4pp | 35.62%-12.7pp |
| Employer contribution / active EE | $1,761 | $1,564+12.6% | $2,421-27.2% | $2,756-36.1% |
| Participant deferral / active EE | $2,851 | $4,034-29.3% | $4,413-35.4% | $4,297-33.7% |
| Admin fee / account holder | $3,394 | $6,944-51.1% | $8,282-59.0% | $6,935-51.1% |