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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 | $49,698 | $99,875-50.2% | $146,866-66.2% | $86,983-42.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 43.70% | 28.10%+15.6pp | 102.85%-59.2pp | 25.83%+17.9pp |
| Employer contribution / active EE | $2,266 | $3,224-29.7% | $4,425-48.8% | $2,584-12.3% |
| Participant deferral / active EE | $6,764 | $6,322+7.0% | $7,759-12.8% | $4,194+61.3% |
| Admin fee / account holder | $1,757 | $7,838-77.6% | $13,620-87.1% | $7,856-77.6% |