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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 | $63,004 | $78,690-19.9% | $161,489-61.0% | $87,485-28.0% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 16.46% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,982 | $2,588-23.4% | $4,268-53.6% | $2,596-23.7% |
| Participant deferral / active EE | $4,460 | $3,311+34.7% | $5,630-20.8% | $4,274+4.4% |
| Admin fee / account holder | $1,122 | $6,724-83.3% | $16,006-93.0% | $7,775-85.6% |