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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 | $59,926 | $77,638-22.8% | $156,551-61.7% | $62,881-4.7% |
| Participation rate | 95.1% | 71.2%+23.9pp | 84.0%+11.1pp | 69.3%+25.8pp |
| Annual return | 8.20% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,057 | $3,444-69.3% | $5,501-80.8% | $2,281-53.7% |
| Participant deferral / active EE | $4,807 | $3,046+57.8% | $4,871-1.3% | $3,203+50.1% |
| Admin fee / account holder | $4,137 | $5,561-25.6% | $13,028-68.2% | $4,296-3.7% |