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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 | $32,836 | $55,902-41.3% | $76,030-56.8% | $80,959-59.4% |
| Participation rate | 75.9% | 62.1%+13.8pp | 69.1%+6.8pp | 67.7%+8.2pp |
| Annual return | 14.72% | 20.59%-5.9pp | 361.54%-346.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,691 | $1,867+44.2% | $2,688+0.1% | $2,757-2.4% |
| Participant deferral / active EE | $6,180 | $3,051+102.6% | $4,257+45.2% | $4,300+43.7% |
| Admin fee / account holder | $790 | $5,239-84.9% | $6,421-87.7% | $6,925-88.6% |