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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 | $39,134 | $78,690-50.3% | $161,489-75.8% | $87,485-55.3% |
| Participation rate | 75.0% | 67.5%+7.5pp | 78.7%-3.7pp | 68.9%+6.1pp |
| Annual return | 15.61% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,555 | $2,588-39.9% | $4,268-63.6% | $2,596-40.1% |
| Participant deferral / active EE | $6,320 | $3,311+90.9% | $5,630+12.3% | $4,274+47.9% |
| Admin fee / account holder | $3,540 | $6,724-47.3% | $16,006-77.9% | $7,775-54.5% |