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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 | $36,375 | $84,236-56.8% | $170,435-78.7% | $70,126-48.1% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 17.62% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,630 | $3,387+7.2% | $5,432-33.2% | $2,343+54.9% |
| Participant deferral / active EE | $3,453 | $3,086+11.9% | $4,939-30.1% | $3,332+3.7% |
| Admin fee / account holder | $2,809 | $5,698-50.7% | $13,881-79.8% | $4,645-39.5% |