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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 | $62,354 | $91,559-31.9% | $133,978-53.5% | $79,856-21.9% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 12.80% | 61.85%-49.1pp | 45.10%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,886 | $2,384-20.9% | $3,919-51.9% | $2,471-23.7% |
| Participant deferral / active EE | $4,238 | $3,734+13.5% | $5,047-16.0% | $3,741+13.3% |
| Admin fee / account holder | $2,095 | $6,321-66.9% | $8,930-76.5% | $5,306-60.5% |