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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 | $49,777 | $81,233-38.7% | $155,567-68.0% | $80,874-38.5% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+3.9pp | 67.6%+14.5pp |
| Annual return | 14.51% | 33.33%-18.8pp | 64.74%-50.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $4,773 | $3,101+53.9% | $4,674+2.1% | $2,756+73.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,785 | $7,998+47.4% | $15,916-26.0% | $6,935+69.9% |