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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 | $50,789 | $88,672-42.7% | $105,223-51.7% | $82,448-38.4% |
| Participation rate | 75.6% | 67.9%+7.7pp | 75.0%+0.6pp | 68.1%+7.5pp |
| Annual return | 19.32% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,251 | $3,048-26.1% | $3,689-39.0% | $2,551-11.8% |
| Participant deferral / active EE | $4,614 | $4,036+14.3% | $5,072-9.0% | $4,139+11.5% |
| Admin fee / account holder | $1,781 | $7,146-75.1% | $8,859-79.9% | $7,234-75.4% |