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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 | $50,967 | $86,050-40.8% | $189,758-73.1% | $94,015-45.8% |
| Participation rate | 81.0% | 68.9%+12.1pp | 79.8%+1.2pp | 70.8%+10.1pp |
| Annual return | 15.87% | 17.77%-1.9pp | 52.62%-36.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $2,442 | $2,819-13.4% | $4,767-48.8% | $2,790-12.5% |
| Participant deferral / active EE | $4,131 | $3,349+23.4% | $5,856-29.5% | $4,249-2.8% |
| Admin fee / account holder | $4,491 | $6,627-32.2% | $20,388-78.0% | $8,951-49.8% |