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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 | $59,742 | $77,638-23.1% | $156,551-61.8% | $62,881-5.0% |
| Participation rate | 73.1% | 71.2%+1.9pp | 84.0%-10.9pp | 69.3%+3.8pp |
| Annual return | 8.33% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,492 | $3,444-27.6% | $5,501-54.7% | $2,281+9.3% |
| Participant deferral / active EE | $4,657 | $3,046+52.9% | $4,871-4.4% | $3,203+45.4% |
| Admin fee / account holder | $519 | $5,561-90.7% | $13,028-96.0% | $4,296-87.9% |