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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 | $52,071 | $78,690-33.8% | $161,489-67.8% | $87,485-40.5% |
| Participation rate | 93.8% | 67.5%+26.3pp | 78.7%+15.1pp | 68.9%+24.8pp |
| Annual return | 28.59% | 32.74%-4.2pp | 89.72%-61.1pp | 26.06%+2.5pp |
| Employer contribution / active EE | $1,761 | $2,588-32.0% | $4,268-58.7% | $2,596-32.2% |
| Participant deferral / active EE | $4,333 | $3,311+30.9% | $5,630-23.0% | $4,274+1.4% |
| Admin fee / account holder | $3,229 | $6,724-52.0% | $16,006-79.8% | $7,775-58.5% |