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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 | $76,407-29.3% | $150,298-64.1% | $82,448-34.5% |
| Participation rate | 80.4% | 66.4%+14.0pp | 77.8%+2.6pp | 68.1%+12.3pp |
| Annual return | 17.31% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,408 | $2,614-7.9% | $4,154-42.0% | $2,551-5.6% |
| Participant deferral / active EE | $4,130 | $3,214+28.5% | $5,453-24.2% | $4,139-0.2% |
| Admin fee / account holder | $3,291 | $6,352-48.2% | $14,116-76.7% | $7,234-54.5% |