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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 | $41,389 | $53,127-22.1% | $86,587-52.2% | $70,131-41.0% |
| Participation rate | 81.8% | 65.3%+16.5pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 23.02% | 27.66%-4.6pp | 964.86%-941.8pp | 73.14%-50.1pp |
| Employer contribution / active EE | $947 | $2,068-54.2% | $2,839-66.6% | $2,342-59.6% |
| Participant deferral / active EE | $5,233 | $2,696+94.1% | $3,609+45.0% | $3,332+57.1% |
| Admin fee / account holder | $2,339 | $3,585-34.8% | $4,906-52.3% | $4,645-49.7% |