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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 | $30,255 | $77,638-61.0% | $156,551-80.7% | $62,881-51.9% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 7.41% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,441 | $3,444-0.1% | $5,501-37.5% | $2,281+50.9% |
| Participant deferral / active EE | $3,407 | $3,046+11.9% | $4,871-30.1% | $3,203+6.4% |
| Admin fee / account holder | $1,838 | $5,561-67.0% | $13,028-85.9% | $4,296-57.2% |