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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 | $40,031 | $89,367-55.2% | $141,191-71.6% | $72,975-45.1% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 21.34% | 111.87%-90.5pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,798 | $3,115-42.3% | $4,736-62.0% | $2,440-26.3% |
| Participant deferral / active EE | $3,558 | $5,419-34.3% | $6,710-47.0% | $3,608-1.4% |
| Admin fee / account holder | $7,311 | $5,957+22.7% | $10,264-28.8% | $5,124+42.7% |