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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 | $62,113 | $65,034-4.5% | $90,970-31.7% | $79,856-22.2% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 18.09% | 30.45%-12.4pp | 134.60%-116.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,289 | $1,247+83.5% | $2,122+7.9% | $2,471-7.4% |
| Participant deferral / active EE | $4,209 | $2,512+67.6% | $3,373+24.8% | $3,741+12.5% |
| Admin fee / account holder | $2,505 | $4,536-44.8% | $5,961-58.0% | $5,306-52.8% |