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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 | $25,376 | $65,367-61.2% | $92,915-72.7% | $72,976-65.2% |
| Participation rate | 93.1% | 68.3%+24.8pp | 76.0%+17.1pp | 69.5%+23.6pp |
| Annual return | 22.34% | 42.11%-19.8pp | 109.45%-87.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $5,586 | $2,594+115.4% | $3,653+52.9% | $2,440+128.9% |
| Participant deferral / active EE | $4,833 | $3,128+54.5% | $4,238+14.0% | $3,608+34.0% |
| Admin fee / account holder | $1,234 | $4,251-71.0% | $5,796-78.7% | $5,124-75.9% |