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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 | $39,991 | $78,428-49.0% | $95,960-58.3% | $79,852-49.9% |
| Participation rate | 82.0% | 73.5%+8.5pp | 77.1%+4.9pp | 69.6%+12.4pp |
| Annual return | 18.58% | 19.37%-0.8pp | 91.63%-73.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,512 | $1,945-22.3% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $2,610 | $3,440-24.1% | $4,167-37.4% | $3,740-30.2% |
| Admin fee / account holder | $3,137 | $5,622-44.2% | $6,797-53.9% | $5,306-40.9% |