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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 | $32,225 | $78,428-58.9% | $95,960-66.4% | $79,852-59.6% |
| Participation rate | 95.8% | 73.5%+22.3pp | 77.1%+18.8pp | 69.6%+26.2pp |
| Annual return | 22.36% | 19.37%+3.0pp | 91.63%-69.3pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,940 | $1,945-0.3% | $2,541-23.7% | $2,471-21.5% |
| Participant deferral / active EE | $3,157 | $3,440-8.2% | $4,167-24.2% | $3,740-15.6% |
| Admin fee / account holder | $1,236 | $5,622-78.0% | $6,797-81.8% | $5,306-76.7% |