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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 | $47,544 | $48,364-1.7% | $71,796-33.8% | $62,881-24.4% |
| Participation rate | 74.6% | 60.6%+14.0pp | 69.1%+5.5pp | 69.3%+5.3pp |
| Annual return | 8.38% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,239 | $1,042+114.9% | $1,924+16.3% | $2,281-1.9% |
| Participant deferral / active EE | $4,688 | $2,091+124.2% | $2,794+67.8% | $3,203+46.4% |
| Admin fee / account holder | $8,777 | $3,771+132.7% | $4,815+82.3% | $4,296+104.3% |