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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 | $28,238 | $84,236-66.5% | $170,435-83.4% | $70,126-59.7% |
| Participation rate | 93.4% | 70.8%+22.6pp | 83.6%+9.8pp | 69.5%+23.9pp |
| Annual return | 25.30% | 23.06%+2.2pp | 205.94%-180.6pp | 73.15%-47.8pp |
| Employer contribution / active EE | $1,882 | $3,387-44.4% | $5,432-65.4% | $2,343-19.7% |
| Participant deferral / active EE | $2,804 | $3,086-9.1% | $4,939-43.2% | $3,332-15.8% |
| Admin fee / account holder | $3,510 | $5,698-38.4% | $13,881-74.7% | $4,645-24.4% |