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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 | $35,862 | $48,364-25.9% | $71,796-50.1% | $62,881-43.0% |
| Participation rate | 87.8% | 60.6%+27.1pp | 69.1%+18.6pp | 69.3%+18.5pp |
| Annual return | 8.97% | 13.16%-4.2pp | 78.04%-69.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,373 | $1,042+31.8% | $1,924-28.7% | $2,281-39.8% |
| Participant deferral / active EE | $2,424 | $2,091+15.9% | $2,794-13.3% | $3,203-24.3% |
| Admin fee / account holder | $5,349 | $3,771+41.8% | $4,815+11.1% | $4,296+24.5% |