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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 | $32,405 | $63,703-49.1% | $93,063-65.2% | $82,448-60.7% |
| Participation rate | 92.0% | 63.8%+28.2pp | 72.1%+19.9pp | 68.1%+23.9pp |
| Annual return | 24.52% | -775.43%+799.9pp | 34.15%-9.6pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,545 | $1,729+47.2% | $2,476+2.8% | $2,551-0.2% |
| Participant deferral / active EE | $4,233 | $2,919+45.0% | $3,958+6.9% | $4,139+2.3% |
| Admin fee / account holder | $682 | $5,982-88.6% | $6,033-88.7% | $7,234-90.6% |