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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 | $50,418 | $48,078+4.9% | $78,676-35.9% | $62,881-19.8% |
| Participation rate | 81.8% | 65.2%+16.6pp | 73.6%+8.3pp | 69.3%+12.5pp |
| Annual return | 13.90% | 31.36%-17.5pp | 62.19%-48.3pp | 20.14%-6.2pp |
| Employer contribution / active EE | $2,127 | $2,015+5.6% | $2,850-25.4% | $2,281-6.7% |
| Participant deferral / active EE | $5,279 | $2,587+104.1% | $3,517+50.1% | $3,203+64.8% |
| Admin fee / account holder | $1,542 | $3,206-51.9% | $4,510-65.8% | $4,296-64.1% |