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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 | $47,442 | $99,875-52.5% | $146,866-67.7% | $86,983-45.5% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.5%+13.2pp |
| Annual return | 17.48% | 28.10%-10.6pp | 102.85%-85.4pp | 25.83%-8.4pp |
| Employer contribution / active EE | $2,897 | $3,224-10.2% | $4,425-34.5% | $2,584+12.1% |
| Participant deferral / active EE | $6,004 | $6,322-5.0% | $7,759-22.6% | $4,194+43.2% |
| Admin fee / account holder | $1,325 | $7,838-83.1% | $13,620-90.3% | $7,856-83.1% |