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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 | $51,048 | $81,331-37.2% | $155,534-67.2% | $80,935-36.9% |
| Participation rate | 94.3% | 66.3%+28.1pp | 78.2%+16.1pp | 67.7%+26.7pp |
| Annual return | 18.57% | 33.37%-14.8pp | 64.92%-46.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $2,296 | $3,105-26.1% | $4,675-50.9% | $2,757-16.7% |
| Participant deferral / active EE | $4,557 | $3,454+31.9% | $5,630-19.1% | $4,299+6.0% |
| Admin fee / account holder | $15,533 | $7,999+94.2% | $15,900-2.3% | $6,924+124.3% |