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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 | $37,238 | $77,638-52.0% | $156,551-76.2% | $62,881-40.8% |
| Participation rate | 91.1% | 71.2%+19.9pp | 84.0%+7.1pp | 69.3%+21.8pp |
| Annual return | 8.89% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,192 | $3,444-36.4% | $5,501-60.2% | $2,281-3.9% |
| Participant deferral / active EE | $2,330 | $3,046-23.5% | $4,871-52.2% | $3,203-27.3% |
| Admin fee / account holder | $580 | $5,561-89.6% | $13,028-95.5% | $4,296-86.5% |