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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 | $70,892 | $77,638-8.7% | $156,551-54.7% | $62,881+12.7% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | 8.49% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,312 | $3,444-32.9% | $5,501-58.0% | $2,281+1.4% |
| Participant deferral / active EE | $4,417 | $3,046+45.0% | $4,871-9.3% | $3,203+37.9% |
| Admin fee / account holder | $2,867 | $5,561-48.5% | $13,028-78.0% | $4,296-33.3% |