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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 | $55,261 | $94,031-41.2% | $115,768-52.3% | $82,448-33.0% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.4%+11.3pp | 68.1%+17.6pp |
| Annual return | 15.98% | 20.61%-4.6pp | 100.46%-84.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,064 | $2,323+31.9% | $2,940+4.2% | $2,551+20.1% |
| Participant deferral / active EE | $4,905 | $3,972+23.5% | $4,917-0.2% | $4,139+18.5% |
| Admin fee / account holder | $3,574 | $10,249-65.1% | $12,439-71.3% | $7,234-50.6% |