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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 | $50,938 | $70,486-27.7% | $100,535-49.3% | $79,856-36.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 79.4%+0.6pp | 69.6%+10.4pp |
| Annual return | 113.18% | 21.90%+91.3pp | 30.90%+82.3pp | 31.71%+81.5pp |
| Employer contribution / active EE | $3,228 | $2,165+49.2% | $3,419-5.6% | $2,471+30.6% |
| Participant deferral / active EE | $3,815 | $5,182-26.4% | $6,271-39.2% | $3,741+2.0% |
| Admin fee / account holder | $2,097 | $4,480-53.2% | $8,085-74.1% | $5,306-60.5% |