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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 | $45,101 | $57,352-21.4% | $83,831-46.2% | $64,173-29.7% |
| Participation rate | 75.5% | 68.6%+6.9pp | 76.1%-0.7pp | 69.6%+5.9pp |
| Annual return | 8.10% | 11.38%-3.3pp | 850.99%-842.9pp | 7.63%+0.5pp |
| Employer contribution / active EE | $3,014 | $2,546+18.4% | $3,631-17.0% | $2,381+26.6% |
| Participant deferral / active EE | $1,877 | $2,993-37.3% | $4,082-54.0% | $3,470-45.9% |
| Admin fee / account holder | $1,395 | $4,046-65.5% | $5,479-74.5% | $4,887-71.5% |