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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 | $42,872 | $84,236-49.1% | $170,435-74.8% | $70,126-38.9% |
| Participation rate | 94.9% | 70.8%+24.1pp | 83.6%+11.3pp | 69.5%+25.4pp |
| Annual return | 18.29% | 23.06%-4.8pp | 205.94%-187.6pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,513 | $3,387-55.3% | $5,432-72.1% | $2,343-35.4% |
| Participant deferral / active EE | $4,023 | $3,086+30.4% | $4,939-18.5% | $3,332+20.8% |
| Admin fee / account holder | $7,446 | $5,698+30.7% | $13,881-46.4% | $4,645+60.3% |