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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 | $30,489 | $80,983-62.4% | $96,544-68.4% | $75,177-59.4% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.7pp | 67.2%+18.5pp |
| Annual return | 17.77% | 27.05%-9.3pp | 25.88%-8.1pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,592 | $2,282+13.6% | $2,966-12.6% | $2,671-2.9% |
| Participant deferral / active EE | $4,247 | $3,929+8.1% | $4,851-12.5% | $4,126+2.9% |
| Admin fee / account holder | $1,630 | $6,717-75.7% | $8,254-80.3% | $5,651-71.2% |