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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 | $50,183 | $81,331-38.3% | $155,534-67.7% | $80,935-38.0% |
| Participation rate | 72.1% | 66.3%+5.8pp | 78.2%-6.1pp | 67.7%+4.4pp |
| Annual return | 12.31% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,940 | $3,105-37.5% | $4,675-58.5% | $2,757-29.6% |
| Participant deferral / active EE | $2,320 | $3,454-32.8% | $5,630-58.8% | $4,299-46.0% |
| Admin fee / account holder | $1,866 | $7,999-76.7% | $15,900-88.3% | $6,924-73.0% |