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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 | $54,774 | $83,485-34.4% | $125,192-56.2% | $72,975-24.9% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.4pp | 69.5%+3.8pp |
| Annual return | 25.53% | 25.77%-0.2pp | 43.79%-18.3pp | 81.01%-55.5pp |
| Employer contribution / active EE | $7,372 | $2,346+214.3% | $3,866+90.7% | $2,440+202.1% |
| Participant deferral / active EE | $5,305 | $3,586+47.9% | $4,937+7.4% | $3,608+47.0% |
| Admin fee / account holder | $1,262 | $5,518-77.1% | $9,704-87.0% | $5,124-75.4% |