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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 | $27,402 | $77,638-64.7% | $156,551-82.5% | $62,881-56.4% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 42.33% | 50.33%-8.0pp | 32.23%+10.1pp | 20.14%+22.2pp |
| Employer contribution / active EE | $1,970 | $3,444-42.8% | $5,501-64.2% | $2,281-13.6% |
| Participant deferral / active EE | $3,123 | $3,046+2.5% | $4,871-35.9% | $3,203-2.5% |
| Admin fee / account holder | $613 | $5,561-89.0% | $13,028-95.3% | $4,296-85.7% |