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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 | $93,345-45.6% | $119,126-57.4% | $87,485-41.9% |
| Participation rate | 75.6% | 68.7%+6.9pp | 75.8%-0.2pp | 68.9%+6.7pp |
| Annual return | 19.32% | 19.08%+0.2pp | 282.11%-262.8pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,251 | $3,172-29.0% | $4,034-44.2% | $2,596-13.3% |
| Participant deferral / active EE | $4,614 | $4,099+12.6% | $5,318-13.2% | $4,274+8.0% |
| Admin fee / account holder | $1,781 | $8,039-77.8% | $10,693-83.3% | $7,775-77.1% |