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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 | $24,216 | $65,367-63.0% | $92,915-73.9% | $72,976-66.8% |
| Participation rate | 84.0% | 68.3%+15.7pp | 76.0%+8.0pp | 69.5%+14.5pp |
| Annual return | 19.07% | 42.11%-23.0pp | 109.45%-90.4pp | 81.02%-61.9pp |
| Employer contribution / active EE | $3,923 | $2,594+51.2% | $3,653+7.4% | $2,440+60.8% |
| Participant deferral / active EE | $1,972 | $3,128-37.0% | $4,238-53.5% | $3,608-45.3% |
| Admin fee / account holder | $3,109 | $4,251-26.9% | $5,796-46.3% | $5,124-39.3% |