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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 | $49,941 | $76,834-35.0% | $108,359-53.9% | $87,485-42.9% |
| Participation rate | 91.2% | 61.7%+29.4pp | 70.1%+21.1pp | 68.9%+22.2pp |
| Annual return | 15.77% | 19.09%-3.3pp | 36.89%-21.1pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,533 | $1,556+62.7% | $2,399+5.6% | $2,596-2.4% |
| Participant deferral / active EE | $4,517 | $3,100+45.7% | $4,137+9.2% | $4,274+5.7% |
| Admin fee / account holder | $2,218 | $6,537-66.1% | $9,741-77.2% | $7,775-71.5% |