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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 | $58,805 | $101,763-42.2% | $164,866-64.3% | $80,874-27.3% |
| Participation rate | 89.5% | 71.8%+17.7pp | 78.6%+10.9pp | 67.6%+21.8pp |
| Annual return | 11.58% | 16.73%-5.1pp | 69.97%-58.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,325 | $2,954-55.1% | $4,343-69.5% | $2,756-51.9% |
| Participant deferral / active EE | $2,175 | $4,477-51.4% | $6,033-63.9% | $4,297-49.4% |
| Admin fee / account holder | $3,038 | $8,228-63.1% | $12,689-76.1% | $6,935-56.2% |