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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 | $54,357 | $108,825-50.1% | $156,181-65.2% | $82,448-34.1% |
| Participation rate | 74.5% | 72.4%+2.1pp | 78.8%-4.3pp | 68.1%+6.4pp |
| Annual return | 13.11% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,340 | $2,870-18.5% | $4,294-45.5% | $2,551-8.3% |
| Participant deferral / active EE | $3,105 | $4,577-32.2% | $6,132-49.4% | $4,139-25.0% |
| Admin fee / account holder | $1,828 | $9,341-80.4% | $14,586-87.5% | $7,234-74.7% |