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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 | $53,975 | $94,529-42.9% | $140,019-61.5% | $64,173-15.9% |
| Participation rate | 85.7% | 84.1%+1.6pp | 87.5%-1.8pp | 69.6%+16.1pp |
| Annual return | 1.26% | 7.77%-6.5pp | 651.15%-649.9pp | 7.63%-6.4pp |
| Employer contribution / active EE | $3,465 | $3,812-9.1% | $5,605-38.2% | $2,381+45.6% |
| Participant deferral / active EE | $8,853 | $5,250+68.6% | $6,927+27.8% | $3,470+155.2% |
| Admin fee / account holder | $1,335 | $6,741-80.2% | $10,705-87.5% | $4,887-72.7% |