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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 | $51,318 | $78,425-34.6% | $95,956-46.5% | $79,858-35.7% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 17.78% | 19.37%-1.6pp | 91.63%-73.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,743 | $1,945-10.4% | $2,541-31.4% | $2,471-29.5% |
| Participant deferral / active EE | $4,042 | $3,440+17.5% | $4,167-3.0% | $3,740+8.1% |
| Admin fee / account holder | $1,630 | $5,622-71.0% | $6,797-76.0% | $5,306-69.3% |