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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 | $55,872 | $71,197-21.5% | $93,669-40.4% | $80,925-31.0% |
| Participation rate | 88.4% | 60.4%+28.0pp | 68.7%+19.6pp | 67.7%+20.7pp |
| Annual return | 16.51% | 11.27%+5.2pp | 133.59%-117.1pp | 35.65%-19.1pp |
| Employer contribution / active EE | $2,229 | $1,565+42.5% | $2,424-8.0% | $2,756-19.1% |
| Participant deferral / active EE | $5,040 | $4,036+24.9% | $4,416+14.1% | $4,299+17.2% |
| Admin fee / account holder | $1,479 | $6,959-78.8% | $8,291-82.2% | $6,940-78.7% |