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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 | $52,776 | $67,411-21.7% | $91,004-42.0% | $70,126-24.7% |
| Participation rate | 88.5% | 71.4%+17.1pp | 75.6%+12.9pp | 69.5%+18.9pp |
| Annual return | 17.23% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,629 | $1,786+47.2% | $2,456+7.0% | $2,343+12.2% |
| Participant deferral / active EE | $4,969 | $2,823+76.0% | $3,548+40.1% | $3,332+49.1% |
| Admin fee / account holder | $1,018 | $4,236-76.0% | $5,417-81.2% | $4,645-78.1% |