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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 | $45,802 | $48,078-4.7% | $78,676-41.8% | $62,881-27.2% |
| Participation rate | 73.8% | 65.2%+8.6pp | 73.6%+0.2pp | 69.3%+4.5pp |
| Annual return | 5.80% | 31.36%-25.6pp | 62.19%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,688 | $2,015-16.2% | $2,850-40.8% | $2,281-26.0% |
| Participant deferral / active EE | $4,192 | $2,587+62.0% | $3,517+19.2% | $3,203+30.9% |
| Admin fee / account holder | $439 | $3,206-86.3% | $4,510-90.3% | $4,296-89.8% |