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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 | $32,639 | $58,234-44.0% | $81,783-60.1% | $80,874-59.6% |
| Participation rate | 71.9% | 63.4%+8.4pp | 72.4%-0.5pp | 67.6%+4.2pp |
| Annual return | 14.36% | 41.70%-27.3pp | 775.05%-760.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,923 | $2,341+24.8% | $2,913+0.3% | $2,756+6.1% |
| Participant deferral / active EE | $5,075 | $3,283+54.6% | $4,320+17.5% | $4,297+18.1% |
| Admin fee / account holder | $11,045 | $4,982+121.7% | $7,380+49.7% | $6,935+59.3% |