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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 | $55,625 | $93,598-40.6% | $135,974-59.1% | $75,173-26.0% |
| Participation rate | 81.2% | 75.2%+6.0pp | 81.9%-0.7pp | 67.2%+14.0pp |
| Annual return | 20.76% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-140.0pp |
| Employer contribution / active EE | $4,428 | $3,538+25.2% | $4,859-8.9% | $2,671+65.8% |
| Participant deferral / active EE | $3,273 | $6,405-48.9% | $7,760-57.8% | $4,126-20.7% |
| Admin fee / account holder | $2,733 | $6,978-60.8% | $10,767-74.6% | $5,651-51.6% |