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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 | $49,249 | $49,2490% | $70,476-30.1% | $79,852-38.3% |
| Participation rate | 94.1% | 69.2%+25.0pp | 75.1%+19.1pp | 69.6%+24.5pp |
| Annual return | 7.22% | 30.09%-22.9pp | 109.12%-101.9pp | 31.72%-24.5pp |
| Employer contribution / active EE | $1,635 | $2,100-22.1% | $2,738-40.3% | $2,471-33.8% |
| Participant deferral / active EE | $3,468 | $2,769+25.2% | $3,710-6.5% | $3,740-7.3% |
| Admin fee / account holder | $4,775 | $2,878+65.9% | $3,847+24.1% | $5,306-10.0% |