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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 | $29,614 | $65,364-54.7% | $92,909-68.1% | $72,975-59.4% |
| Participation rate | 80.3% | 68.3%+12.0pp | 76.0%+4.3pp | 69.5%+10.8pp |
| Annual return | 24.82% | 42.11%-17.3pp | 109.44%-84.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,685 | $2,594-35.1% | $3,653-53.9% | $2,440-31.0% |
| Participant deferral / active EE | $3,805 | $3,128+21.6% | $4,238-10.2% | $3,608+5.5% |
| Admin fee / account holder | $621 | $4,251-85.4% | $5,795-89.3% | $5,124-87.9% |