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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 | $41,127 | $87,059-52.8% | $105,608-61.1% | $80,925-49.2% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.7%+24.3pp |
| Annual return | 12.22% | 17.05%-4.8pp | 116.50%-104.3pp | 35.65%-23.4pp |
| Employer contribution / active EE | $3,593 | $2,396+49.9% | $3,167+13.4% | $2,756+30.3% |
| Participant deferral / active EE | $6,820 | $3,986+71.1% | $5,010+36.1% | $4,299+58.6% |
| Admin fee / account holder | $3,495 | $8,443-58.6% | $11,028-68.3% | $6,940-49.6% |