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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 | $35,981 | $49,249-26.9% | $70,476-48.9% | $79,852-54.9% |
| Participation rate | 86.8% | 69.2%+17.6pp | 75.1%+11.7pp | 69.6%+17.1pp |
| Annual return | 43.94% | 30.09%+13.8pp | 109.12%-65.2pp | 31.72%+12.2pp |
| Employer contribution / active EE | $813 | $2,100-61.3% | $2,738-70.3% | $2,471-67.1% |
| Participant deferral / active EE | $3,452 | $2,769+24.7% | $3,710-7.0% | $3,740-7.7% |
| Admin fee / account holder | $5,897 | $2,878+104.9% | $3,847+53.3% | $5,306+11.1% |