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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 | $38,120 | $77,638-50.9% | $156,551-75.7% | $62,881-39.4% |
| Participation rate | 77.4% | 71.2%+6.2pp | 84.0%-6.6pp | 69.3%+8.1pp |
| Annual return | 8.67% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,266 | $3,444-63.2% | $5,501-77.0% | $2,281-44.5% |
| Participant deferral / active EE | $2,685 | $3,046-11.8% | $4,871-44.9% | $3,203-16.2% |
| Admin fee / account holder | $8,221 | $5,561+47.8% | $13,028-36.9% | $4,296+91.4% |