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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 | $52,782 | $80,992-34.8% | $96,534-45.3% | $75,173-29.8% |
| Participation rate | 76.2% | 71.8%+4.4pp | 76.0%+0.2pp | 67.2%+9.0pp |
| Annual return | 15.72% | 27.05%-11.3pp | 25.88%-10.2pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,351 | $2,283-40.8% | $2,965-54.4% | $2,671-49.4% |
| Participant deferral / active EE | $4,723 | $3,929+20.2% | $4,851-2.6% | $4,126+14.5% |
| Admin fee / account holder | $1,872 | $6,717-72.1% | $8,253-77.3% | $5,651-66.9% |