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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 | $58,292 | $77,638-24.9% | $156,551-62.8% | $62,881-7.3% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 13.59% | 50.33%-36.7pp | 32.23%-18.6pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,047 | $3,444-69.6% | $5,501-81.0% | $2,281-54.1% |
| Participant deferral / active EE | $4,167 | $3,046+36.8% | $4,871-14.4% | $3,203+30.1% |
| Admin fee / account holder | $849 | $5,561-84.7% | $13,028-93.5% | $4,296-80.2% |