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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 | $56,369 | $76,407-26.2% | $150,298-62.5% | $82,448-31.6% |
| Participation rate | 90.5% | 66.4%+24.1pp | 77.8%+12.7pp | 68.1%+22.4pp |
| Annual return | 15.75% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,291 | $2,614+25.9% | $4,154-20.8% | $2,551+29.0% |
| Participant deferral / active EE | $3,260 | $3,214+1.4% | $5,453-40.2% | $4,139-21.2% |
| Admin fee / account holder | $3,319 | $6,352-47.7% | $14,116-76.5% | $7,234-54.1% |