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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 | $63,095 | $76,407-17.4% | $150,298-58.0% | $82,448-23.5% |
| Participation rate | 81.6% | 66.4%+15.2pp | 77.8%+3.9pp | 68.1%+13.6pp |
| Annual return | 19.16% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,441 | $2,614-6.6% | $4,154-41.2% | $2,551-4.3% |
| Participant deferral / active EE | $6,337 | $3,214+97.2% | $5,453+16.2% | $4,139+53.1% |
| Admin fee / account holder | $3,271 | $6,352-48.5% | $14,116-76.8% | $7,234-54.8% |