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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 | $60,498 | $81,358-25.6% | $155,556-61.1% | $80,959-25.3% |
| Participation rate | 77.9% | 66.3%+11.7pp | 78.2%-0.3pp | 67.7%+10.3pp |
| Annual return | 13.61% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,293 | $3,106-26.2% | $4,675-51.0% | $2,757-16.8% |
| Participant deferral / active EE | $5,119 | $3,455+48.2% | $5,631-9.1% | $4,300+19.0% |
| Admin fee / account holder | $3,094 | $7,994-61.3% | $15,885-80.5% | $6,925-55.3% |