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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 | $56,130 | $101,795-44.9% | $165,100-66.0% | $80,959-30.7% |
| Participation rate | 77.8% | 71.8%+6.0pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 12.75% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,366 | $2,954-19.9% | $4,348-45.6% | $2,757-14.2% |
| Participant deferral / active EE | $3,612 | $4,476-19.3% | $6,035-40.2% | $4,300-16.0% |
| Admin fee / account holder | $1,762 | $8,221-78.6% | $12,696-86.1% | $6,925-74.6% |