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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 | $28,630 | $65,367-56.2% | $92,915-69.2% | $72,976-60.8% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 20.17% | 42.11%-21.9pp | 109.45%-89.3pp | 81.02%-60.8pp |
| Employer contribution / active EE | $2,678 | $2,594+3.3% | $3,653-26.7% | $2,440+9.8% |
| Participant deferral / active EE | $5,901 | $3,128+88.6% | $4,238+39.2% | $3,608+63.6% |
| Admin fee / account holder | $3,741 | $4,251-12.0% | $5,796-35.4% | $5,124-27.0% |