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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 | $44,408 | $89,367-50.3% | $141,191-68.5% | $72,975-39.1% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 23.03% | 111.87%-88.8pp | 71.41%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,239 | $3,115-28.1% | $4,736-52.7% | $2,440-8.2% |
| Participant deferral / active EE | $3,110 | $5,419-42.6% | $6,710-53.7% | $3,608-13.8% |
| Admin fee / account holder | $1,111 | $5,957-81.3% | $10,264-89.2% | $5,124-78.3% |