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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 | $53,879 | $78,670-31.5% | $109,173-50.6% | $85,847-37.2% |
| Participation rate | 87.2% | 68.3%+18.9pp | 75.9%+11.3pp | 69.3%+17.9pp |
| Annual return | 15.65% | 25.09%-9.4pp | 25.75%-10.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,894 | $2,734+5.8% | $3,723-22.3% | $2,565+12.8% |
| Participant deferral / active EE | $5,430 | $3,467+56.6% | $4,654+16.7% | $3,952+37.4% |
| Admin fee / account holder | $463 | $5,469-91.5% | $6,755-93.1% | $6,261-92.6% |