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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 | $59,451 | $65,027-8.6% | $90,970-34.6% | $79,852-25.5% |
| Participation rate | 81.2% | 61.6%+19.6pp | 69.0%+12.1pp | 69.6%+11.5pp |
| Annual return | 10.92% | 30.45%-19.5pp | 134.58%-123.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,411 | $1,247+13.1% | $2,122-33.5% | $2,471-42.9% |
| Participant deferral / active EE | $4,508 | $2,512+79.4% | $3,373+33.6% | $3,740+20.5% |
| Admin fee / account holder | $6,246 | $4,535+37.7% | $5,960+4.8% | $5,306+17.7% |