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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 | $63,646 | $65,027-2.1% | $90,970-30.0% | $79,852-20.3% |
| Participation rate | 85.4% | 61.6%+23.8pp | 69.0%+16.4pp | 69.6%+15.7pp |
| Annual return | 12.34% | 30.45%-18.1pp | 134.58%-122.2pp | 31.72%-19.4pp |
| Employer contribution / active EE | $2,545 | $1,247+104.1% | $2,122+19.9% | $2,471+3.0% |
| Participant deferral / active EE | $2,417 | $2,512-3.8% | $3,373-28.3% | $3,740-35.4% |
| Admin fee / account holder | $2,174 | $4,535-52.1% | $5,960-63.5% | $5,306-59.0% |