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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 | $43,530 | $93,345-53.4% | $119,126-63.5% | $87,485-50.2% |
| Participation rate | 84.4% | 68.7%+15.7pp | 75.8%+8.7pp | 68.9%+15.5pp |
| Annual return | 15.62% | 19.08%-3.5pp | 282.11%-266.5pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,946 | $3,172-7.1% | $4,034-27.0% | $2,596+13.5% |
| Participant deferral / active EE | $6,455 | $4,099+57.5% | $5,318+21.4% | $4,274+51.0% |
| Admin fee / account holder | $2,763 | $8,039-65.6% | $10,693-74.2% | $7,775-64.5% |