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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 | $29,956 | $84,236-64.4% | $170,435-82.4% | $70,126-57.3% |
| Participation rate | 79.3% | 70.8%+8.5pp | 83.6%-4.3pp | 69.5%+9.8pp |
| Annual return | 15.15% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,225 | $3,387-34.3% | $5,432-59.0% | $2,343-5.0% |
| Participant deferral / active EE | $5,872 | $3,086+90.3% | $4,939+18.9% | $3,332+76.2% |
| Admin fee / account holder | $680 | $5,698-88.1% | $13,881-95.1% | $4,645-85.4% |