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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 | $45,233 | $101,752-55.5% | $164,928-72.6% | $80,911-44.1% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.6%+10.4pp |
| Annual return | 23.10% | 16.73%+6.4pp | 70.08%-47.0pp | 35.63%-12.5pp |
| Employer contribution / active EE | $6,704 | $2,953+127.0% | $4,343+54.3% | $2,756+143.3% |
| Participant deferral / active EE | $11,237 | $4,477+151.0% | $6,034+86.3% | $4,297+161.5% |
| Admin fee / account holder | $5,734 | $8,218-30.2% | $12,684-54.8% | $6,935-17.3% |