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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 | $37,786 | $81,276-53.5% | $155,574-75.7% | $80,925-53.3% |
| Participation rate | 84.5% | 66.2%+18.3pp | 78.2%+6.3pp | 67.7%+16.9pp |
| Annual return | 48.13% | 33.36%+14.8pp | 64.87%-16.7pp | 35.65%+12.5pp |
| Employer contribution / active EE | $1,047 | $3,103-66.3% | $4,676-77.6% | $2,756-62.0% |
| Participant deferral / active EE | $3,176 | $3,453-8.0% | $5,629-43.6% | $4,299-26.1% |
| Admin fee / account holder | $4,136 | $7,993-48.3% | $15,914-74.0% | $6,940-40.4% |