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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 | $32,048 | $62,672-48.9% | $185,117-82.7% | $70,126-54.3% |
| Participation rate | 90.6% | 63.8%+26.8pp | 77.3%+13.4pp | 69.5%+21.1pp |
| Annual return | 14.49% | 40.79%-26.3pp | 40.50%-26.0pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,893 | $1,753+8.0% | $4,182-54.7% | $2,343-19.2% |
| Participant deferral / active EE | $1,447 | $3,272-55.8% | $5,045-71.3% | $3,332-56.6% |
| Admin fee / account holder | $1,465 | $3,932-62.7% | $8,159-82.0% | $4,645-68.5% |