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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 | $28,030 | $65,364-57.1% | $92,909-69.8% | $72,975-61.6% |
| Participation rate | 79.1% | 68.3%+10.8pp | 76.0%+3.1pp | 69.5%+9.6pp |
| Annual return | 23.39% | 42.11%-18.7pp | 109.44%-86.1pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,948 | $2,594-24.9% | $3,653-46.7% | $2,440-20.2% |
| Participant deferral / active EE | $3,980 | $3,128+27.2% | $4,238-6.1% | $3,608+10.3% |
| Admin fee / account holder | $5,901 | $4,251+38.8% | $5,795+1.8% | $5,124+15.2% |