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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 | $40,879 | $78,707-48.1% | $117,861-65.3% | $70,126-41.7% |
| Participation rate | 87.2% | 73.2%+14.0pp | 79.7%+7.5pp | 69.5%+17.6pp |
| Annual return | 16.94% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,248 | $2,223+1.1% | $3,786-40.6% | $2,343-4.0% |
| Participant deferral / active EE | $1,942 | $3,297-41.1% | $4,482-56.7% | $3,332-41.7% |
| Admin fee / account holder | $1,420 | $5,066-72.0% | $8,021-82.3% | $4,645-69.4% |