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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 | $28,976 | $93,617-69.0% | $135,982-78.7% | $75,177-61.5% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 45.83% | 30.89%+14.9pp | 68.32%-22.5pp | 160.75%-114.9pp |
| Employer contribution / active EE | $2,594 | $3,538-26.7% | $4,859-46.6% | $2,671-2.9% |
| Participant deferral / active EE | $6,595 | $6,406+2.9% | $7,760-15.0% | $4,126+59.8% |
| Admin fee / account holder | $794 | $6,980-88.6% | $10,767-92.6% | $5,651-85.9% |