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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 | $52,921 | $65,712-19.5% | $57,196-7.5% | $273,972-80.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 6.35% | 22.01%-15.7pp | 14.59%-8.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,666 | $3,280-49.2% | $2,683-37.9% | $4,869-65.8% |
| Participant deferral / active EE | $5,835 | $3,782+54.3% | $3,096+88.4% | $5,287+10.4% |
| Admin fee / account holder | $32,360 | $4,838+568.9% | $3,141+930.4% | $10,133+219.4% |