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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 | $56,768 | $81,233-30.1% | $155,567-63.5% | $80,874-29.8% |
| Participation rate | 78.7% | 66.2%+12.5pp | 78.2%+0.5pp | 67.6%+11.1pp |
| Annual return | 12.71% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,198 | $3,101-61.4% | $4,674-74.4% | $2,756-56.5% |
| Participant deferral / active EE | $4,980 | $3,452+44.3% | $5,628-11.5% | $4,297+15.9% |
| Admin fee / account holder | $5,431 | $7,998-32.1% | $15,916-65.9% | $6,935-21.7% |