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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 | $60,411 | $76,407-20.9% | $150,298-59.8% | $82,448-26.7% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 19.22% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,204 | $2,614-15.7% | $4,154-46.9% | $2,551-13.6% |
| Participant deferral / active EE | $5,336 | $3,214+66.0% | $5,453-2.1% | $4,139+28.9% |
| Admin fee / account holder | $1,437 | $6,352-77.4% | $14,116-89.8% | $7,234-80.1% |