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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 | $62,935 | $73,638-14.5% | $95,960-34.4% | $73,493-14.4% |
| Participation rate | 81.9% | 76.2%+5.7pp | 77.1%+4.8pp | 70.7%+11.2pp |
| Annual return | 18.64% | 16.78%+1.9pp | 91.63%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,132 | $1,863-39.2% | $2,541-55.4% | $2,270-50.1% |
| Participant deferral / active EE | $2,766 | $3,617-23.5% | $4,167-33.6% | $3,740-26.0% |
| Admin fee / account holder | $7,437 | $482+1442.7% | $6,797+9.4% | $513+1349.5% |