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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 | $63,531 | $52,279+21.5% | $89,400-28.9% | $79,858-20.4% |
| Participation rate | 75.6% | 57.5%+18.1pp | 68.0%+7.6pp | 69.6%+6.0pp |
| Annual return | 12.94% | 22.16%-9.2pp | 245.64%-232.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $2,028 | $1,572+29.0% | $2,586-21.6% | $2,471-17.9% |
| Participant deferral / active EE | $2,401 | $2,740-12.4% | $3,890-38.3% | $3,740-35.8% |
| Admin fee / account holder | $4,441 | $3,356+32.3% | $4,882-9.0% | $5,306-16.3% |