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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 | $59,319 | $89,259-33.5% | $107,187-44.7% | $82,637-28.2% |
| Participation rate | 77.1% | 67.9%+9.2pp | 75.0%+2.1pp | 68.1%+9.1pp |
| Annual return | 16.94% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,478 | $3,080-19.6% | $3,782-34.5% | $2,552-2.9% |
| Participant deferral / active EE | $3,428 | $4,037-15.1% | $5,096-32.7% | $4,126-16.9% |
| Admin fee / account holder | $2,274 | $7,381-69.2% | $9,162-75.2% | $7,339-69.0% |