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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 | $58,721 | $77,638-24.4% | $156,551-62.5% | $62,881-6.6% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | 17.15% | 50.33%-33.2pp | 32.23%-15.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $1,305 | $3,444-62.1% | $5,501-76.3% | $2,281-42.8% |
| Participant deferral / active EE | $4,573 | $3,046+50.2% | $4,871-6.1% | $3,203+42.8% |
| Admin fee / account holder | $5,476 | $5,561-1.5% | $13,028-58.0% | $4,296+27.5% |