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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 | $38,725 | $77,638-50.1% | $156,551-75.3% | $62,881-38.4% |
| Participation rate | 88.4% | 71.2%+17.2pp | 84.0%+4.4pp | 69.3%+19.1pp |
| Annual return | 7.30% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,698 | $3,444-50.7% | $5,501-69.1% | $2,281-25.5% |
| Participant deferral / active EE | $2,353 | $3,046-22.7% | $4,871-51.7% | $3,203-26.5% |
| Admin fee / account holder | $4,176 | $5,561-24.9% | $13,028-67.9% | $4,296-2.8% |