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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 | $26,988 | $65,367-58.7% | $92,915-71.0% | $72,976-63.0% |
| Participation rate | 88.5% | 68.3%+20.2pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 19.92% | 42.11%-22.2pp | 109.45%-89.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $5,836 | $2,594+125.0% | $3,653+59.7% | $2,440+139.2% |
| Participant deferral / active EE | $1,404 | $3,128-55.1% | $4,238-66.9% | $3,608-61.1% |
| Admin fee / account holder | $2,304 | $4,251-45.8% | $5,796-60.2% | $5,124-55.0% |