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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 | $39,015 | $88,672-56.0% | $105,223-62.9% | $82,448-52.7% |
| Participation rate | 95.3% | 67.9%+27.4pp | 75.0%+20.3pp | 68.1%+27.3pp |
| Annual return | 15.54% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,757 | $3,048-9.5% | $3,689-25.3% | $2,551+8.1% |
| Participant deferral / active EE | $2,262 | $4,036-44.0% | $5,072-55.4% | $4,139-45.4% |
| Admin fee / account holder | $2,920 | $7,146-59.1% | $8,859-67.0% | $7,234-59.6% |