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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 | $39,688 | $63,354-37.4% | $94,105-57.8% | $82,637-52.0% |
| Participation rate | 73.8% | 63.8%+10.0pp | 71.9%+1.9pp | 68.1%+5.8pp |
| Annual return | 18.55% | 34.36%-15.8pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,821 | $1,760+3.5% | $2,504-27.3% | $2,552-28.7% |
| Participant deferral / active EE | $4,549 | $2,873+58.3% | $3,881+17.2% | $4,126+10.2% |
| Admin fee / account holder | $5,373 | $5,073+5.9% | $6,199-13.3% | $7,339-26.8% |