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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 | $39,625 | $84,236-53.0% | $170,435-76.8% | $70,126-43.5% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 15.87% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $2,961 | $3,387-12.6% | $5,432-45.5% | $2,343+26.4% |
| Participant deferral / active EE | $6,364 | $3,086+106.2% | $4,939+28.8% | $3,332+91.0% |
| Admin fee / account holder | $5,181 | $5,698-9.1% | $13,881-62.7% | $4,645+11.5% |