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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 | $51,483 | $61,125-15.8% | $94,057-45.3% | $87,485-41.2% |
| Participation rate | 89.0% | 64.1%+25.0pp | 73.3%+15.7pp | 68.9%+20.1pp |
| Annual return | 15.70% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,591 | $2,136-25.5% | $2,933-45.7% | $2,596-38.7% |
| Participant deferral / active EE | $4,308 | $3,260+32.1% | $4,709-8.5% | $4,274+0.8% |
| Admin fee / account holder | $3,289 | $5,629-41.6% | $7,244-54.6% | $7,775-57.7% |