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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 | $56,325 | $64,729-13.0% | $112,263-49.8% | $68,490-17.8% |
| Participation rate | 85.5% | 67.2%+18.4pp | 75.1%+10.5pp | 67.9%+17.6pp |
| Annual return | 19.53% | -11.40%+30.9pp | 27.49%-8.0pp | -7.85%+27.4pp |
| Employer contribution / active EE | $5,514 | $2,746+100.8% | $3,636+51.6% | $2,597+112.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,396 | $5,222-15.8% | $6,410-31.4% | $5,403-18.6% |