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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 | $37,767 | $89,259-57.7% | $107,187-64.8% | $82,637-54.3% |
| Participation rate | 71.1% | 67.9%+3.2pp | 75.0%-3.9pp | 68.1%+3.1pp |
| Annual return | 24.10% | 21.02%+3.1pp | 204.55%-180.4pp | 53.51%-29.4pp |
| Employer contribution / active EE | $1,148 | $3,080-62.7% | $3,782-69.6% | $2,552-55.0% |
| Participant deferral / active EE | $4,095 | $4,037+1.4% | $5,096-19.6% | $4,126-0.8% |
| Admin fee / account holder | $12,442 | $7,381+68.6% | $9,162+35.8% | $7,339+69.5% |