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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 | $55,317 | $48,364+14.4% | $71,796-23.0% | $62,881-12.0% |
| Participation rate | 89.7% | 60.6%+29.1pp | 69.1%+20.6pp | 69.3%+20.4pp |
| Annual return | 8.43% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,086 | $1,042+4.3% | $1,924-43.6% | $2,281-52.4% |
| Participant deferral / active EE | $2,966 | $2,091+41.8% | $2,794+6.1% | $3,203-7.4% |
| Admin fee / account holder | $3,249 | $3,771-13.8% | $4,815-32.5% | $4,296-24.4% |