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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 | $46,741 | $63,861-26.8% | $104,639-55.3% | $79,856-41.5% |
| Participation rate | 92.9% | 64.9%+27.9pp | 74.1%+18.8pp | 69.6%+23.2pp |
| Annual return | 12.53% | 21.30%-8.8pp | 340.67%-328.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,921 | $1,588+21.0% | $2,682-28.4% | $2,471-22.3% |
| Participant deferral / active EE | $4,692 | $2,693+74.2% | $3,738+25.5% | $3,741+25.4% |
| Admin fee / account holder | $722 | $4,185-82.8% | $6,465-88.8% | $5,306-86.4% |