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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 | $48,667 | $61,787-21.2% | $97,197-49.9% | $80,925-39.9% |
| Participation rate | 70.2% | 63.5%+6.7pp | 72.7%-2.5pp | 67.7%+2.6pp |
| Annual return | 18.88% | -558.16%+577.0pp | 75.47%-56.6pp | 35.65%-16.8pp |
| Employer contribution / active EE | $2,221 | $1,836+21.0% | $2,723-18.4% | $2,756-19.4% |
| Participant deferral / active EE | $4,404 | $3,027+45.5% | $4,263+3.3% | $4,299+2.5% |
| Admin fee / account holder | $5,007 | $5,170-3.2% | $5,637-11.2% | $6,940-27.9% |