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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 | $50,372 | $78,428-35.8% | $95,960-47.5% | $79,852-36.9% |
| Participation rate | 90.2% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.6pp |
| Annual return | 18.67% | 19.37%-0.7pp | 91.63%-73.0pp | 31.72%-13.0pp |
| Employer contribution / active EE | $1,873 | $1,945-3.7% | $2,541-26.3% | $2,471-24.2% |
| Participant deferral / active EE | $3,729 | $3,440+8.4% | $4,167-10.5% | $3,740-0.3% |
| Admin fee / account holder | $1,442 | $5,622-74.3% | $6,797-78.8% | $5,306-72.8% |