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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 | $68,852-19.2% | $120,524-53.8% | $80,925-31.2% |
| Participation rate | 85.7% | 61.6%+24.1pp | 71.9%+13.8pp | 67.7%+18.1pp |
| Annual return | 12.71% | 23.67%-11.0pp | 107.36%-94.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,886 | $2,063-8.6% | $3,469-45.6% | $2,756-31.6% |
| Participant deferral / active EE | $5,235 | $3,187+64.3% | $4,994+4.8% | $4,299+21.8% |
| Admin fee / account holder | $7,925 | $5,781+37.1% | $9,440-16.1% | $6,940+14.2% |