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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 | $49,677 | $98,776-49.7% | $149,745-66.8% | $79,856-37.8% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.5%-11.9pp | 69.6%+0.9pp |
| Annual return | 14.32% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,905 | $3,217-9.7% | $4,646-37.5% | $2,471+17.5% |
| Participant deferral / active EE | $5,491 | $5,681-3.3% | $6,843-19.8% | $3,741+46.8% |
| Admin fee / account holder | $5,218 | $6,053-13.8% | $9,312-44.0% | $5,306-1.7% |