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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 | $60,705 | $91,559-33.7% | $133,959-54.7% | $79,858-24.0% |
| Participation rate | 98.6% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | 11.67% | 61.85%-50.2pp | 45.09%-33.4pp | 31.72%-20.1pp |
| Employer contribution / active EE | $2,428 | $2,384+1.8% | $3,919-38.1% | $2,471-1.8% |
| Participant deferral / active EE | $2,385 | $3,734-36.1% | $5,047-52.8% | $3,740-36.2% |
| Admin fee / account holder | $6,326 | $6,321+0.1% | $8,928-29.1% | $5,306+19.2% |