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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 | $42,266 | $48,364-12.6% | $71,796-41.1% | $62,881-32.8% |
| Participation rate | 75.8% | 60.6%+15.1pp | 69.1%+6.6pp | 69.3%+6.5pp |
| Annual return | 14.74% | 13.16%+1.6pp | 78.04%-63.3pp | 20.14%-5.4pp |
| Employer contribution / active EE | $1,709 | $1,042+64.1% | $1,924-11.2% | $2,281-25.1% |
| Participant deferral / active EE | $3,073 | $2,091+47.0% | $2,794+10.0% | $3,203-4.1% |
| Admin fee / account holder | $353 | $3,771-90.6% | $4,815-92.7% | $4,296-91.8% |