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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 | $39,565 | $91,559-56.8% | $133,978-70.5% | $79,856-50.5% |
| Participation rate | 78.3% | 73.3%+5.0pp | 79.8%-1.5pp | 69.6%+8.7pp |
| Annual return | 12.21% | 61.85%-49.6pp | 45.10%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,358 | $2,384-1.1% | $3,919-39.8% | $2,471-4.6% |
| Participant deferral / active EE | $3,675 | $3,734-1.6% | $5,047-27.2% | $3,741-1.7% |
| Admin fee / account holder | $11,625 | $6,321+83.9% | $8,930+30.2% | $5,306+119.1% |