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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 | $51,055 | $77,638-34.2% | $156,551-67.4% | $62,881-18.8% |
| Participation rate | 81.8% | 71.2%+10.6pp | 84.0%-2.2pp | 69.3%+12.5pp |
| Annual return | 7.48% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $6,634 | $3,444+92.6% | $5,501+20.6% | $2,281+190.9% |
| Participant deferral / active EE | $3,858 | $3,046+26.7% | $4,871-20.8% | $3,203+20.4% |
| Admin fee / account holder | $2,118 | $5,561-61.9% | $13,028-83.7% | $4,296-50.7% |