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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 | $35,214 | $52,884-33.4% | $84,753-58.5% | $55,167-36.2% |
| Participation rate | 87.0% | 67.5%+19.5pp | 76.6%+10.4pp | 69.0%+18.0pp |
| Annual return | 7.46% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $5,602 | $2,233+150.8% | $3,574+56.7% | $1,963+185.5% |
| Participant deferral / active EE | $1,506 | $2,644-43.0% | $3,712-59.4% | $3,054-50.7% |
| Admin fee / account holder | $1,301 | $581+124.1% | $5,333-75.6% | $504+158.2% |