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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 | $83,904 | $47,944+75.0% | $67,834+23.7% | $62,881+33.4% |
| Participation rate | 70.4% | 61.1%+9.3pp | 68.8%+1.6pp | 69.3%+1.1pp |
| Annual return | 4.69% | 11.77%-7.1pp | 138.47%-133.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,744 | $1,562+11.7% | $2,403-27.4% | $2,281-23.5% |
| Participant deferral / active EE | $4,010 | $2,247+78.5% | $3,160+26.9% | $3,203+25.2% |
| Admin fee / account holder | $2,519 | $3,712-32.1% | $4,622-45.5% | $4,296-41.4% |