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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 | $50,901 | $64,311-20.9% | $57,356-11.3% | $125,389-59.4% |
| Participation rate | 94.1% | 78.6%+15.5pp | 75.1%+19.0pp | 83.2%+10.9pp |
| Annual return | 1.93% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $4,391 | $3,193+37.5% | $2,689+63.3% | $4,866-9.8% |
| Participant deferral / active EE | $5,739 | $3,846+49.2% | $3,162+81.5% | $5,352+7.2% |
| Admin fee / account holder | $1,123 | $5,243-78.6% | $3,357-66.6% | $9,541-88.2% |