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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 | $37,550 | $77,638-51.6% | $156,551-76.0% | $62,881-40.3% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 7.73% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,984 | $3,444-13.3% | $5,501-45.8% | $2,281+30.8% |
| Participant deferral / active EE | $5,216 | $3,046+71.3% | $4,871+7.1% | $3,203+62.8% |
| Admin fee / account holder | $4,268 | $5,561-23.3% | $13,028-67.2% | $4,296-0.6% |