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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 | $81,331-30.2% | $155,534-63.5% | $80,935-29.9% |
| Participation rate | 78.7% | 66.3%+12.5pp | 78.2%+0.5pp | 67.7%+11.1pp |
| Annual return | 12.71% | 33.37%-20.7pp | 64.92%-52.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,198 | $3,105-61.4% | $4,675-74.4% | $2,757-56.5% |
| Participant deferral / active EE | $4,980 | $3,454+44.2% | $5,630-11.5% | $4,299+15.8% |
| Admin fee / account holder | $5,431 | $7,999-32.1% | $15,900-65.8% | $6,924-21.6% |