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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 | $29,131 | $65,364-55.4% | $92,909-68.6% | $72,975-60.1% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 24.66% | 42.11%-17.4pp | 109.44%-84.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,937 | $2,594-25.3% | $3,653-47.0% | $2,440-20.6% |
| Participant deferral / active EE | $4,961 | $3,128+58.6% | $4,238+17.1% | $3,608+37.5% |
| Admin fee / account holder | $770 | $4,251-81.9% | $5,795-86.7% | $5,124-85.0% |