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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 | $61,155 | $81,276-24.8% | $155,574-60.7% | $80,925-24.4% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 13.43% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,557 | $3,103-17.6% | $4,676-45.3% | $2,756-7.2% |
| Participant deferral / active EE | $4,271 | $3,453+23.7% | $5,629-24.1% | $4,299-0.7% |
| Admin fee / account holder | $1,078 | $7,993-86.5% | $15,914-93.2% | $6,940-84.5% |