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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 | $32,758 | $77,638-57.8% | $156,551-79.1% | $62,881-47.9% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 14.39% | 50.33%-35.9pp | 32.23%-17.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $1,657 | $3,444-51.9% | $5,501-69.9% | $2,281-27.4% |
| Participant deferral / active EE | $2,352 | $3,046-22.8% | $4,871-51.7% | $3,203-26.6% |
| Admin fee / account holder | $1,888 | $5,561-66.0% | $13,028-85.5% | $4,296-56.0% |