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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 | $37,663 | $88,672-57.5% | $105,223-64.2% | $82,448-54.3% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 15.28% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,956 | $3,048+29.8% | $3,689+7.3% | $2,551+55.1% |
| Participant deferral / active EE | $5,393 | $4,036+33.6% | $5,072+6.3% | $4,139+30.3% |
| Admin fee / account holder | $753 | $7,146-89.5% | $8,859-91.5% | $7,234-89.6% |