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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 | $55,646 | $68,880-19.2% | $120,580-53.9% | $80,959-31.3% |
| Participation rate | 85.7% | 61.7%+24.0pp | 72.0%+13.8pp | 67.7%+18.0pp |
| Annual return | 12.71% | 23.68%-11.0pp | 107.48%-94.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,886 | $2,066-8.7% | $3,469-45.6% | $2,757-31.6% |
| Participant deferral / active EE | $5,235 | $3,191+64.1% | $4,995+4.8% | $4,300+21.7% |
| Admin fee / account holder | $7,925 | $5,785+37.0% | $9,418-15.9% | $6,925+14.4% |