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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 | $32,787 | $107,421-69.5% | $182,262-82.0% | $94,015-65.1% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 18.31% | 21.32%-3.0pp | 140.60%-122.3pp | 17.84%+0.5pp |
| Employer contribution / active EE | $4,302 | $3,448+24.8% | $5,046-14.7% | $2,790+54.2% |
| Participant deferral / active EE | $5,561 | $6,558-15.2% | $8,276-32.8% | $4,249+30.9% |
| Admin fee / account holder | $1,630 | $8,692-81.2% | $16,712-90.2% | $8,951-81.8% |