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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 | $25,648 | $77,638-67.0% | $156,551-83.6% | $62,881-59.2% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | 4.88% | 50.33%-45.4pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,713 | $3,444+7.8% | $5,501-32.5% | $2,281+62.8% |
| Participant deferral / active EE | $3,018 | $3,046-0.9% | $4,871-38.0% | $3,203-5.8% |
| Admin fee / account holder | $2,189 | $5,561-60.6% | $13,028-83.2% | $4,296-49.0% |