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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 | $38,237 | $91,179-58.1% | $178,499-78.6% | $79,852-52.1% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 26.57% | 24.19%+2.4pp | 151.10%-124.5pp | 31.72%-5.1pp |
| Employer contribution / active EE | $2,301 | $3,256-29.3% | $5,011-54.1% | $2,471-6.9% |
| Participant deferral / active EE | $5,316 | $3,236+64.3% | $5,202+2.2% | $3,740+42.1% |
| Admin fee / account holder | $1,042 | $6,749-84.6% | $13,986-92.5% | $5,306-80.4% |