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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 | $39,122 | $77,638-49.6% | $156,551-75.0% | $62,881-37.8% |
| Participation rate | 76.0% | 71.2%+4.8pp | 84.0%-8.0pp | 69.3%+6.7pp |
| Annual return | 8.09% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,888 | $3,444-45.2% | $5,501-65.7% | $2,281-17.2% |
| Participant deferral / active EE | $3,697 | $3,046+21.4% | $4,871-24.1% | $3,203+15.4% |
| Admin fee / account holder | $1,013 | $5,561-81.8% | $13,028-92.2% | $4,296-76.4% |