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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 | $59,312 | $77,638-23.6% | $156,551-62.1% | $62,881-5.7% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 7.86% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,522 | $3,444-55.8% | $5,501-72.3% | $2,281-33.3% |
| Participant deferral / active EE | $1,934 | $3,046-36.5% | $4,871-60.3% | $3,203-39.6% |
| Admin fee / account holder | $10,773 | $5,561+93.7% | $13,028-17.3% | $4,296+150.8% |