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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 | $40,464 | $64,517-37.3% | $81,438-50.3% | $80,874-50.0% |
| Participation rate | 76.9% | 63.9%+13.0pp | 69.5%+7.4pp | 67.6%+9.3pp |
| Annual return | 90.52% | 16.35%+74.2pp | 24.74%+65.8pp | 35.62%+54.9pp |
| Employer contribution / active EE | $2,569 | $1,982+29.6% | $2,460+4.4% | $2,756-6.8% |
| Participant deferral / active EE | $8,018 | $3,096+159.0% | $3,883+106.5% | $4,297+86.6% |
| Admin fee / account holder | $2,976 | $5,677-47.6% | $5,764-48.4% | $6,935-57.1% |