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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 | $53,326 | $77,638-31.3% | $156,551-65.9% | $62,881-15.2% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 5.24% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,078 | $3,444-39.7% | $5,501-62.2% | $2,281-8.9% |
| Participant deferral / active EE | $4,359 | $3,046+43.1% | $4,871-10.5% | $3,203+36.1% |
| Admin fee / account holder | $6,391 | $5,561+14.9% | $13,028-50.9% | $4,296+48.8% |