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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 | $38,479 | $76,550-49.7% | $123,894-68.9% | $62,881-38.8% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.2pp | 69.3%+11.9pp |
| Annual return | 26.02% | 18.67%+7.3pp | 47.52%-21.5pp | 20.14%+5.9pp |
| Employer contribution / active EE | $1,305 | $2,882-54.7% | $4,617-71.7% | $2,281-42.8% |
| Participant deferral / active EE | $2,980 | $4,840-38.4% | $5,984-50.2% | $3,203-7.0% |
| Admin fee / account holder | $15,956 | $4,826+230.7% | $8,357+90.9% | $4,296+271.4% |