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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 | $29,578 | $77,638-61.9% | $156,551-81.1% | $62,881-53.0% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.6pp | 69.3%+28.3pp |
| Annual return | 6.06% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,971 | $3,444+15.3% | $5,501-27.8% | $2,281+74.1% |
| Participant deferral / active EE | $1,692 | $3,046-44.4% | $4,871-65.3% | $3,203-47.2% |
| Admin fee / account holder | $4,515 | $5,561-18.8% | $13,028-65.3% | $4,296+5.1% |