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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 | $53,778 | $62,672-14.2% | $185,117-70.9% | $70,126-23.3% |
| Participation rate | 77.8% | 63.8%+14.0pp | 77.3%+0.5pp | 69.5%+8.2pp |
| Annual return | 18.34% | 40.79%-22.5pp | 40.50%-22.2pp | 73.15%-54.8pp |
| Employer contribution / active EE | $3,882 | $1,753+121.4% | $4,182-7.2% | $2,343+65.7% |
| Participant deferral / active EE | $7,946 | $3,272+142.9% | $5,045+57.5% | $3,332+138.5% |
| Admin fee / account holder | $709 | $3,932-82.0% | $8,159-91.3% | $4,645-84.7% |