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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 | $32,606 | $77,638-58.0% | $156,551-79.2% | $62,881-48.1% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 8.41% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,379 | $3,444-30.9% | $5,501-56.8% | $2,281+4.3% |
| Participant deferral / active EE | $5,642 | $3,046+85.2% | $4,871+15.8% | $3,203+76.1% |
| Admin fee / account holder | $611 | $5,561-89.0% | $13,028-95.3% | $4,296-85.8% |