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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 | $124,017 | $77,638+59.7% | $156,551-20.8% | $62,881+97.2% |
| Participation rate | 71.2% | 71.2%0pp | 84.0%-12.8pp | 69.3%+1.9pp |
| Annual return | 7.49% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,051 | $3,444-69.5% | $5,501-80.9% | $2,281-53.9% |
| Participant deferral / active EE | $3,595 | $3,046+18.0% | $4,871-26.2% | $3,203+12.2% |
| Admin fee / account holder | $2,924 | $5,561-47.4% | $13,028-77.6% | $4,296-31.9% |