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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 | $60,911 | $78,707-22.6% | $117,861-48.3% | $70,126-13.1% |
| Participation rate | 73.3% | 73.2%+0.1pp | 79.7%-6.3pp | 69.5%+3.8pp |
| Annual return | 18.23% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,258 | $2,223-43.4% | $3,786-66.8% | $2,343-46.3% |
| Participant deferral / active EE | $4,156 | $3,297+26.0% | $4,482-7.3% | $3,332+24.7% |
| Admin fee / account holder | $1,324 | $5,066-73.9% | $8,021-83.5% | $4,645-71.5% |