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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 | $34,313 | $65,367-47.5% | $92,915-63.1% | $72,976-53.0% |
| Participation rate | 98.2% | 68.3%+29.9pp | 76.0%+22.2pp | 69.5%+28.7pp |
| Annual return | 22.57% | 42.11%-19.5pp | 109.45%-86.9pp | 81.02%-58.4pp |
| Employer contribution / active EE | $2,444 | $2,594-5.8% | $3,653-33.1% | $2,440+0.2% |
| Participant deferral / active EE | $4,520 | $3,128+44.5% | $4,238+6.6% | $3,608+25.3% |
| Admin fee / account holder | $603 | $4,251-85.8% | $5,796-89.6% | $5,124-88.2% |