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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 | $73,539 | $89,259-17.6% | $107,187-31.4% | $82,637-11.0% |
| Participation rate | 86.5% | 67.9%+18.5pp | 75.0%+11.4pp | 68.1%+18.4pp |
| Annual return | 22.09% | 21.02%+1.1pp | 204.55%-182.5pp | 53.51%-31.4pp |
| Employer contribution / active EE | $1,541 | $3,080-50.0% | $3,782-59.2% | $2,552-39.6% |
| Participant deferral / active EE | $7,623 | $4,037+88.8% | $5,096+49.6% | $4,126+84.7% |
| Admin fee / account holder | $4,102 | $7,381-44.4% | $9,162-55.2% | $7,339-44.1% |