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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 | $138,366-68.5% | $184,185-76.3% | $80,911-46.1% |
| Participation rate | 84.8% | 83.9%+0.9pp | 86.8%-2.0pp | 67.6%+17.2pp |
| Annual return | 49.19% | 20.02%+29.2pp | 28.81%+20.4pp | 35.63%+13.6pp |
| Employer contribution / active EE | $2,256 | $4,849-53.5% | $6,426-64.9% | $2,756-18.1% |
| Participant deferral / active EE | $9,171 | $7,074+29.6% | $9,132+0.4% | $4,297+113.4% |
| Admin fee / account holder | $1,863 | $10,484-82.2% | $13,909-86.6% | $6,935-73.1% |