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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 | $56,286 | $90,504-37.8% | $78,690-28.5% | $273,965-79.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 24.62% | 75.61%-51.0pp | 62.18%-37.6pp | 41.45%-16.8pp |
| Employer contribution / active EE | $1,517 | $3,176-52.2% | $2,851-46.8% | $4,869-68.8% |
| Participant deferral / active EE | $2,807 | $3,901-28.0% | $3,517-20.2% | $5,287-46.9% |
| Admin fee / account holder | $6,582 | $5,263+25.1% | $4,511+45.9% | $10,132-35.0% |