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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 | $36,949 | $96,268-61.6% | $143,412-74.2% | $86,983-57.5% |
| Participation rate | 88.9% | 74.6%+14.3pp | 78.5%+10.4pp | 69.5%+19.3pp |
| Annual return | 14.64% | 25.47%-10.8pp | 256.99%-242.3pp | 25.83%-11.2pp |
| Employer contribution / active EE | $2,064 | $3,080-33.0% | $3,748-44.9% | $2,584-20.1% |
| Participant deferral / active EE | $5,291 | $6,001-11.8% | $6,816-22.4% | $4,194+26.2% |
| Admin fee / account holder | $3,356 | $7,778-56.9% | $11,396-70.6% | $7,856-57.3% |