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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 | $46,873 | $67,411-30.5% | $91,004-48.5% | $70,126-33.2% |
| Participation rate | 81.7% | 71.4%+10.3pp | 75.6%+6.1pp | 69.5%+12.1pp |
| Annual return | 20.53% | -40.16%+60.7pp | 4.60%+15.9pp | 73.15%-52.6pp |
| Employer contribution / active EE | $3,346 | $1,786+87.3% | $2,456+36.2% | $2,343+42.8% |
| Participant deferral / active EE | $7,304 | $2,823+158.8% | $3,548+105.9% | $3,332+119.2% |
| Admin fee / account holder | $3,144 | $4,236-25.8% | $5,417-42.0% | $4,645-32.3% |