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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 | $62,371 | $89,367-30.2% | $141,191-55.8% | $72,975-14.5% |
| Participation rate | 76.1% | 75.1%+1.0pp | 82.5%-6.4pp | 69.5%+6.6pp |
| Annual return | 33.49% | 111.87%-78.4pp | 71.41%-37.9pp | 81.01%-47.5pp |
| Employer contribution / active EE | $1,386 | $3,115-55.5% | $4,736-70.7% | $2,440-43.2% |
| Participant deferral / active EE | $4,501 | $5,419-16.9% | $6,710-32.9% | $3,608+24.8% |
| Admin fee / account holder | $2,027 | $5,957-66.0% | $10,264-80.3% | $5,124-60.4% |