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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 | $48,682 | $68,681-29.1% | $86,625-43.8% | $85,851-43.3% |
| Participation rate | 85.1% | 66.4%+18.8pp | 71.6%+13.5pp | 69.3%+15.8pp |
| Annual return | 16.66% | 20.12%-3.5pp | 63.52%-46.9pp | 318.63%-302.0pp |
| Employer contribution / active EE | $2,114 | $1,880+12.4% | $2,496-15.3% | $2,565-17.6% |
| Participant deferral / active EE | $2,734 | $2,919-6.3% | $3,700-26.1% | $3,952-30.8% |
| Admin fee / account holder | $7,669 | $5,974+28.4% | $5,830+31.5% | $6,261+22.5% |