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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 | $40,764 | $77,638-47.5% | $156,551-74.0% | $62,881-35.2% |
| Participation rate | 82.4% | 71.2%+11.2pp | 84.0%-1.6pp | 69.3%+13.1pp |
| Annual return | 7.01% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,472 | $3,444-57.3% | $5,501-73.2% | $2,281-35.5% |
| Participant deferral / active EE | $3,193 | $3,046+4.9% | $4,871-34.4% | $3,203-0.3% |
| Admin fee / account holder | $4,089 | $5,561-26.5% | $13,028-68.6% | $4,296-4.8% |