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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 | $48,936 | $81,262-39.8% | $155,602-68.6% | $80,911-39.5% |
| Participation rate | 77.9% | 66.2%+11.7pp | 78.2%-0.3pp | 67.6%+10.3pp |
| Annual return | 12.31% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $2,357 | $3,102-24.0% | $4,675-49.6% | $2,756-14.5% |
| Participant deferral / active EE | $4,418 | $3,451+28.0% | $5,629-21.5% | $4,297+2.8% |
| Admin fee / account holder | $2,037 | $7,992-74.5% | $15,923-87.2% | $6,935-70.6% |