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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 | $60,909 | $89,367-31.8% | $141,191-56.9% | $72,975-16.5% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 24.05% | 111.87%-87.8pp | 71.41%-47.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $2,255 | $3,115-27.6% | $4,736-52.4% | $2,440-7.6% |
| Participant deferral / active EE | $5,946 | $5,419+9.7% | $6,710-11.4% | $3,608+64.8% |
| Admin fee / account holder | $786 | $5,957-86.8% | $10,264-92.3% | $5,124-84.7% |