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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 | $42,238 | $56,110-24.7% | $94,993-55.5% | $70,126-39.8% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.9%-1.2pp | 69.5%+3.2pp |
| Annual return | 20.84% | 51.02%-30.2pp | 27.14%-6.3pp | 73.15%-52.3pp |
| Employer contribution / active EE | $3,401 | $1,442+135.8% | $2,603+30.6% | $2,343+45.2% |
| Participant deferral / active EE | $7,544 | $2,391+215.5% | $3,317+127.4% | $3,332+126.4% |
| Admin fee / account holder | $5,317 | $3,456+53.8% | $4,960+7.2% | $4,645+14.5% |