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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 | $42,254 | $84,236-49.8% | $170,435-75.2% | $70,126-39.7% |
| Participation rate | 95.3% | 70.8%+24.5pp | 83.6%+11.8pp | 69.5%+25.8pp |
| Annual return | 16.91% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,870 | $3,387-44.8% | $5,432-65.6% | $2,343-20.2% |
| Participant deferral / active EE | $3,874 | $3,086+25.5% | $4,939-21.6% | $3,332+16.3% |
| Admin fee / account holder | $980 | $5,698-82.8% | $13,881-92.9% | $4,645-78.9% |