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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 | $32,112 | $58,275-44.9% | $81,844-60.8% | $80,935-60.3% |
| Participation rate | 70.8% | 63.5%+7.3pp | 72.4%-1.6pp | 67.7%+3.1pp |
| Annual return | 15.78% | 41.82%-26.0pp | 778.87%-763.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,512 | $2,346+49.7% | $2,916+20.4% | $2,757+27.4% |
| Participant deferral / active EE | $4,964 | $3,285+51.1% | $4,323+14.8% | $4,299+15.5% |
| Admin fee / account holder | $8,869 | $4,749+86.8% | $7,355+20.6% | $6,924+28.1% |