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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 | $53,991 | $78,690-31.4% | $161,489-66.6% | $87,485-38.3% |
| Participation rate | 80.4% | 67.5%+12.9pp | 78.7%+1.7pp | 68.9%+11.5pp |
| Annual return | 17.31% | 32.74%-15.4pp | 89.72%-72.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,408 | $2,588-6.9% | $4,268-43.6% | $2,596-7.2% |
| Participant deferral / active EE | $4,130 | $3,311+24.8% | $5,630-26.6% | $4,274-3.3% |
| Admin fee / account holder | $3,291 | $6,724-51.1% | $16,006-79.4% | $7,775-57.7% |