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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 | $44,464 | $78,707-43.5% | $117,861-62.3% | $70,126-36.6% |
| Participation rate | 80.6% | 73.2%+7.4pp | 79.7%+0.9pp | 69.5%+11.0pp |
| Annual return | 23.88% | 23.30%+0.6pp | 335.11%-311.2pp | 73.15%-49.3pp |
| Employer contribution / active EE | $2,387 | $2,223+7.4% | $3,786-37.0% | $2,343+1.9% |
| Participant deferral / active EE | $4,988 | $3,297+51.3% | $4,482+11.3% | $3,332+49.7% |
| Admin fee / account holder | $8,205 | $5,066+62.0% | $8,021+2.3% | $4,645+76.6% |