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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 | $40,346 | $63,773-36.7% | $81,286-50.4% | $80,925-50.1% |
| Participation rate | 76.9% | 63.9%+13.0pp | 69.5%+7.4pp | 67.7%+9.3pp |
| Annual return | 90.52% | 16.37%+74.1pp | 24.80%+65.7pp | 35.65%+54.9pp |
| Employer contribution / active EE | $2,446 | $1,979+23.6% | $2,463-0.7% | $2,756-11.3% |
| Participant deferral / active EE | $8,018 | $3,093+159.2% | $3,883+106.5% | $4,299+86.5% |
| Admin fee / account holder | $2,976 | $5,682-47.6% | $5,764-48.4% | $6,940-57.1% |