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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 | $40,517 | $98,766-59.0% | $149,730-72.9% | $79,852-49.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 26.94% | 27.43%-0.5pp | 276.70%-249.8pp | 31.72%-4.8pp |
| Employer contribution / active EE | $2,116 | $3,217-34.2% | $4,645-54.5% | $2,471-14.4% |
| Participant deferral / active EE | $6,011 | $5,681+5.8% | $6,843-12.2% | $3,740+60.7% |
| Admin fee / account holder | $2,312 | $6,052-61.8% | $9,310-75.2% | $5,306-56.4% |