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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 | $54,890 | $87,132-37.0% | $105,624-48.0% | $80,959-32.2% |
| Participation rate | 90.6% | 70.4%+20.2pp | 75.3%+15.4pp | 67.7%+23.0pp |
| Annual return | 19.64% | 17.03%+2.6pp | 116.20%-96.6pp | 35.67%-16.0pp |
| Employer contribution / active EE | $1,920 | $2,397-19.9% | $3,168-39.4% | $2,757-30.4% |
| Participant deferral / active EE | $4,649 | $3,985+16.6% | $5,013-7.3% | $4,300+8.1% |
| Admin fee / account holder | $4,422 | $8,449-47.7% | $10,961-59.7% | $6,925-36.2% |