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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 | $39,962 | $90,400-55.8% | $186,193-78.5% | $87,485-54.3% |
| Participation rate | 77.8% | 66.2%+11.6pp | 77.1%+0.7pp | 68.9%+8.8pp |
| Annual return | 15.18% | 22.15%-7.0pp | 78.03%-62.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,325 | $2,170+7.1% | $3,918-40.7% | $2,596-10.4% |
| Participant deferral / active EE | $3,089 | $4,330-28.7% | $6,513-52.6% | $4,274-27.7% |
| Admin fee / account holder | $4,953 | $8,673-42.9% | $11,058-55.2% | $7,775-36.3% |