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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 | $54,213 | $88,672-38.9% | $105,223-48.5% | $82,448-34.2% |
| Participation rate | 82.5% | 67.9%+14.5pp | 75.0%+7.4pp | 68.1%+14.4pp |
| Annual return | 21.20% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,434 | $3,048-20.1% | $3,689-34.0% | $2,551-4.6% |
| Participant deferral / active EE | $4,438 | $4,036+10.0% | $5,072-12.5% | $4,139+7.2% |
| Admin fee / account holder | $2,007 | $7,146-71.9% | $8,859-77.3% | $7,234-72.3% |