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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 | $53,218 | $77,638-31.5% | $156,551-66.0% | $62,881-15.4% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 7.44% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,916 | $3,444-44.4% | $5,501-65.2% | $2,281-16.0% |
| Participant deferral / active EE | $3,677 | $3,046+20.7% | $4,871-24.5% | $3,203+14.8% |
| Admin fee / account holder | $1,417 | $5,561-74.5% | $13,028-89.1% | $4,296-67.0% |