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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 | $52,242 | $45,343+15.2% | $150,298-65.2% | $67,986-23.2% |
| Participation rate | 83.8% | 51.9%+32.0pp | 77.8%+6.0pp | 57.2%+26.6pp |
| Annual return | 22.82% | 33.28%-10.5pp | 62.79%-40.0pp | 31.67%-8.8pp |
| Employer contribution / active EE | $370 | $1,462-74.7% | $4,154-91.1% | $2,019-81.7% |
| Participant deferral / active EE | $3,713 | $2,055+80.7% | $5,453-31.9% | $3,358+10.6% |
| Admin fee / account holder | $2,609 | $2,250+15.9% | $14,116-81.5% | $3,203-18.6% |