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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 | $31,276 | $77,920-59.9% | $149,723-79.1% | $75,177-58.4% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.8pp | 67.2%+23.4pp |
| Annual return | 15.55% | 31.72%-16.2pp | 134.50%-118.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $4,303 | $3,138+37.1% | $4,821-10.7% | $2,671+61.1% |
| Participant deferral / active EE | $2,886 | $3,411-15.4% | $5,682-49.2% | $4,126-30.1% |
| Admin fee / account holder | $4,051 | $5,951-31.9% | $13,215-69.3% | $5,651-28.3% |