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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 | $39,113 | $78,690-50.3% | $161,489-75.8% | $87,485-55.3% |
| Participation rate | 94.1% | 67.5%+26.7pp | 78.7%+15.4pp | 68.9%+25.2pp |
| Annual return | 19.73% | 32.74%-13.0pp | 89.72%-70.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $2,129 | $2,588-17.7% | $4,268-50.1% | $2,596-18.0% |
| Participant deferral / active EE | $3,925 | $3,311+18.6% | $5,630-30.3% | $4,274-8.2% |
| Admin fee / account holder | $823 | $6,724-87.8% | $16,006-94.9% | $7,775-89.4% |