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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 | $50,610 | $58,311-13.2% | $81,882-38.2% | $80,959-37.5% |
| Participation rate | 88.1% | 63.5%+24.6pp | 72.4%+15.7pp | 67.7%+20.4pp |
| Annual return | 14.55% | 41.85%-27.3pp | 779.47%-764.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,309 | $2,347-1.6% | $2,916-20.8% | $2,757-16.2% |
| Participant deferral / active EE | $4,696 | $3,287+42.9% | $4,323+8.6% | $4,300+9.2% |
| Admin fee / account holder | $7,428 | $4,752+56.3% | $7,360+0.9% | $6,925+7.3% |