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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 | $62,379 | $46,877+33.1% | $122,354-49.0% | $70,126-11.0% |
| Participation rate | 93.2% | 58.2%+34.9pp | 71.6%+21.5pp | 69.5%+23.6pp |
| Annual return | 15.00% | 24.22%-9.2pp | 30.28%-15.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,204 | $1,288-6.5% | $4,051-70.3% | $2,343-48.6% |
| Participant deferral / active EE | $4,334 | $2,167+100.0% | $3,287+31.8% | $3,332+30.1% |
| Admin fee / account holder | $1,522 | $3,324-54.2% | $5,479-72.2% | $4,645-67.2% |