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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 | $40,478 | $76,407-47.0% | $150,298-73.1% | $82,448-50.9% |
| Participation rate | 79.3% | 66.4%+12.9pp | 77.8%+1.6pp | 68.1%+11.2pp |
| Annual return | 18.86% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $5,150 | $2,614+97.0% | $4,154+24.0% | $2,551+101.9% |
| Participant deferral / active EE | $4,610 | $3,214+43.4% | $5,453-15.5% | $4,139+11.4% |
| Admin fee / account holder | $535 | $6,352-91.6% | $14,116-96.2% | $7,234-92.6% |