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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 | $36,528 | $48,364-24.5% | $71,796-49.1% | $62,881-41.9% |
| Participation rate | 77.4% | 60.6%+16.8pp | 69.1%+8.3pp | 69.3%+8.1pp |
| Annual return | 7.07% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,466 | $1,042+40.8% | $1,924-23.8% | $2,281-35.7% |
| Participant deferral / active EE | $3,841 | $2,091+83.7% | $2,794+37.5% | $3,203+19.9% |
| Admin fee / account holder | $3,812 | $3,771+1.1% | $4,815-20.8% | $4,296-11.3% |