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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 | $44,485 | $93,346-52.3% | $71,796-38.0% | $273,972-83.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 2.62% | 130.39%-127.8pp | 78.04%-75.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $2,918 | $2,733+6.7% | $1,924+51.6% | $4,869-40.1% |
| Participant deferral / active EE | $4,536 | $3,475+30.5% | $2,794+62.3% | $5,287-14.2% |
| Admin fee / account holder | $3,115 | $6,571-52.6% | $4,815-35.3% | $10,133-69.3% |