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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 | $43,619 | $138,393-68.5% | $184,256-76.3% | $80,959-46.1% |
| Participation rate | 84.8% | 83.9%+0.9pp | 86.8%-2.0pp | 67.7%+17.1pp |
| Annual return | 49.19% | 20.01%+29.2pp | 28.85%+20.3pp | 35.67%+13.5pp |
| Employer contribution / active EE | $2,256 | $4,847-53.5% | $6,427-64.9% | $2,757-18.2% |
| Participant deferral / active EE | $9,171 | $7,076+29.6% | $9,133+0.4% | $4,300+113.3% |
| Admin fee / account holder | $1,863 | $10,489-82.2% | $13,899-86.6% | $6,925-73.1% |