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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 | $58,053 | $67,602-14.1% | $82,312-29.5% | $70,126-17.2% |
| Participation rate | 77.3% | 72.8%+4.6pp | 76.9%+0.4pp | 69.5%+7.8pp |
| Annual return | 44.18% | 21.57%+22.6pp | 25.88%+18.3pp | 73.15%-29.0pp |
| Employer contribution / active EE | $1,057 | $1,755-39.8% | $2,428-56.5% | $2,343-54.9% |
| Participant deferral / active EE | $4,509 | $2,987+50.9% | $3,706+21.7% | $3,332+35.3% |
| Admin fee / account holder | $10,331 | $4,512+129.0% | $5,608+84.2% | $4,645+122.4% |