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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 | $28,446 | $84,236-66.2% | $170,435-83.3% | $70,126-59.4% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 13.04% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,161 | $3,387-36.2% | $5,432-60.2% | $2,343-7.8% |
| Participant deferral / active EE | $3,775 | $3,086+22.3% | $4,939-23.6% | $3,332+13.3% |
| Admin fee / account holder | $6,076 | $5,698+6.6% | $13,881-56.2% | $4,645+30.8% |