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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 | $28,723 | $68,852-58.3% | $120,524-76.2% | $80,925-64.5% |
| Participation rate | 71.4% | 61.6%+9.8pp | 71.9%-0.5pp | 67.7%+3.8pp |
| Annual return | 23.55% | 23.67%-0.1pp | 107.36%-83.8pp | 35.65%-12.1pp |
| Employer contribution / active EE | $2,586 | $2,063+25.3% | $3,469-25.4% | $2,756-6.2% |
| Participant deferral / active EE | $6,350 | $3,187+99.3% | $4,994+27.2% | $4,299+47.7% |
| Admin fee / account holder | $5,299 | $5,781-8.3% | $9,440-43.9% | $6,940-23.6% |