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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 | $61,866 | $77,814-20.5% | $158,223-60.9% | $86,983-28.9% |
| Participation rate | 83.3% | 68.4%+14.9pp | 79.2%+4.1pp | 69.5%+13.8pp |
| Annual return | 14.71% | 30.54%-15.8pp | 52.09%-37.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,703 | $2,592-34.3% | $4,109-58.6% | $2,584-34.1% |
| Participant deferral / active EE | $3,587 | $3,270+9.7% | $5,467-34.4% | $4,194-14.5% |
| Admin fee / account holder | $5,248 | $5,879-10.7% | $16,047-67.3% | $7,856-33.2% |