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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 | $55,603 | $101,798-45.4% | $165,071-66.3% | $80,935-31.3% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.1pp | 67.7%+13.1pp |
| Annual return | 16.44% | 16.73%-0.3pp | 70.17%-53.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,820 | $2,954-38.4% | $4,347-58.1% | $2,757-34.0% |
| Participant deferral / active EE | $5,102 | $4,476+14.0% | $6,035-15.5% | $4,299+18.7% |
| Admin fee / account holder | $13,440 | $8,221+63.5% | $12,695+5.9% | $6,924+94.1% |