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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 | $38,166 | $98,776-61.4% | $149,745-74.5% | $79,856-52.2% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.8pp |
| Annual return | 18.40% | 27.38%-9.0pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,637 | $3,217-18.1% | $4,646-43.2% | $2,471+6.7% |
| Participant deferral / active EE | $4,125 | $5,681-27.4% | $6,843-39.7% | $3,741+10.3% |
| Admin fee / account holder | $2,781 | $6,053-54.0% | $9,312-70.1% | $5,306-47.6% |