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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 | $53,882 | $86,298-37.6% | $111,308-51.6% | $85,847-37.2% |
| Participation rate | 86.2% | 73.3%+12.9pp | 77.3%+8.9pp | 69.3%+16.9pp |
| Annual return | 17.82% | 19.99%-2.2pp | 54.67%-36.8pp | 318.61%-300.8pp |
| Employer contribution / active EE | $1,773 | $2,044-13.2% | $2,732-35.1% | $2,565-30.9% |
| Participant deferral / active EE | $4,279 | $3,641+17.5% | $4,487-4.6% | $3,952+8.3% |
| Admin fee / account holder | $1,225 | $8,189-85.0% | $7,965-84.6% | $6,261-80.4% |