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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 | $47,153 | $71,208-33.8% | $93,681-49.7% | $80,911-41.7% |
| Participation rate | 76.2% | 60.4%+15.8pp | 68.7%+7.5pp | 67.6%+8.5pp |
| Annual return | 17.48% | 11.27%+6.2pp | 133.47%-116.0pp | 35.63%-18.1pp |
| Employer contribution / active EE | $3,520 | $1,564+125.0% | $2,422+45.3% | $2,756+27.7% |
| Participant deferral / active EE | $6,773 | $4,035+67.9% | $4,415+53.4% | $4,297+57.6% |
| Admin fee / account holder | $1,028 | $6,951-85.2% | $8,290-87.6% | $6,935-85.2% |