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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 | $64,492 | $85,766-24.8% | $136,295-52.7% | $70,131-8.0% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 16.55% | 31.45%-14.9pp | 5155.97%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,458 | $2,966+50.3% | $4,695-5.0% | $2,342+90.3% |
| Participant deferral / active EE | $5,188 | $5,051+2.7% | $6,247-17.0% | $3,332+55.7% |
| Admin fee / account holder | $1,494 | $5,420-72.4% | $9,243-83.8% | $4,645-67.8% |