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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 | $58,644 | $91,559-35.9% | $133,971-56.2% | $79,852-26.6% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 13.29% | 61.85%-48.6pp | 45.09%-31.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,436 | $2,384-39.7% | $3,919-63.3% | $2,471-41.9% |
| Participant deferral / active EE | $3,902 | $3,734+4.5% | $5,047-22.7% | $3,740+4.3% |
| Admin fee / account holder | $2,803 | $6,321-55.7% | $8,929-68.6% | $5,306-47.2% |