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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 | $54,255 | $78,423-30.8% | $95,964-43.5% | $79,856-32.1% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 13.28% | 19.37%-6.1pp | 91.64%-78.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,466 | $1,945+26.8% | $2,541-2.9% | $2,471-0.2% |
| Participant deferral / active EE | $3,272 | $3,440-4.9% | $4,167-21.5% | $3,741-12.5% |
| Admin fee / account holder | $3,819 | $5,622-32.1% | $6,797-43.8% | $5,306-28.0% |