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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 | $31,334 | $87,106-64.0% | $105,607-70.3% | $80,935-61.3% |
| Participation rate | 81.1% | 70.4%+10.6pp | 75.3%+5.8pp | 67.7%+13.4pp |
| Annual return | 25.33% | 17.01%+8.3pp | 116.11%-90.8pp | 35.66%-10.3pp |
| Employer contribution / active EE | $1,772 | $2,396-26.0% | $3,167-44.0% | $2,757-35.7% |
| Participant deferral / active EE | $3,857 | $3,986-3.2% | $5,011-23.0% | $4,299-10.3% |
| Admin fee / account holder | $4,771 | $8,447-43.5% | $10,958-56.5% | $6,924-31.1% |