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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 | $57,679 | $68,852-16.2% | $120,524-52.1% | $80,925-28.7% |
| Participation rate | 74.7% | 61.6%+13.0pp | 71.9%+2.7pp | 67.7%+7.0pp |
| Annual return | 10.77% | 23.67%-12.9pp | 107.36%-96.6pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,548 | $2,063-25.0% | $3,469-55.4% | $2,756-43.8% |
| Participant deferral / active EE | $5,042 | $3,187+58.2% | $4,994+1.0% | $4,299+17.3% |
| Admin fee / account holder | $7,133 | $5,781+23.4% | $9,440-24.4% | $6,940+2.8% |