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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 | $39,964 | $48,078-16.9% | $78,676-49.2% | $62,881-36.4% |
| Participation rate | 93.8% | 65.2%+28.6pp | 73.6%+20.3pp | 69.3%+24.5pp |
| Annual return | 8.50% | 31.36%-22.9pp | 62.19%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,363 | $2,015+116.6% | $2,850+53.1% | $2,281+91.3% |
| Participant deferral / active EE | $6,571 | $2,587+154.0% | $3,517+86.9% | $3,203+105.2% |
| Admin fee / account holder | $2,313 | $3,206-27.9% | $4,510-48.7% | $4,296-46.2% |