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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 | $50,549 | $65,027-22.3% | $90,970-44.4% | $79,852-36.7% |
| Participation rate | 79.2% | 61.6%+17.6pp | 69.0%+10.2pp | 69.6%+9.6pp |
| Annual return | 13.87% | 30.45%-16.6pp | 134.58%-120.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $3,625 | $1,247+190.6% | $2,122+70.8% | $2,471+46.7% |
| Participant deferral / active EE | $4,665 | $2,512+85.7% | $3,373+38.3% | $3,740+24.7% |
| Admin fee / account holder | $3,631 | $4,535-19.9% | $5,960-39.1% | $5,306-31.6% |