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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 | $41,419 | $89,370-53.7% | $141,197-70.7% | $72,976-43.2% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 24.92% | 111.88%-87.0pp | 71.41%-46.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $2,160 | $3,115-30.6% | $4,736-54.4% | $2,440-11.5% |
| Participant deferral / active EE | $4,162 | $5,419-23.2% | $6,710-38.0% | $3,608+15.4% |
| Admin fee / account holder | $648 | $5,957-89.1% | $10,265-93.7% | $5,124-87.4% |