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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 | $39,599 | $77,638-49.0% | $156,551-74.7% | $62,881-37.0% |
| Participation rate | 74.5% | 71.2%+3.3pp | 84.0%-9.5pp | 69.3%+5.2pp |
| Annual return | 7.19% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,275 | $3,444-63.0% | $5,501-76.8% | $2,281-44.1% |
| Participant deferral / active EE | $3,743 | $3,046+22.9% | $4,871-23.2% | $3,203+16.9% |
| Admin fee / account holder | $3,514 | $5,561-36.8% | $13,028-73.0% | $4,296-18.2% |