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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 | $31,166 | $65,364-52.3% | $92,909-66.5% | $72,975-57.3% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 16.97% | 42.11%-25.1pp | 109.44%-92.5pp | 81.01%-64.0pp |
| Employer contribution / active EE | $4,818 | $2,594+85.7% | $3,653+31.9% | $2,440+97.4% |
| Participant deferral / active EE | $1,772 | $3,128-43.4% | $4,238-58.2% | $3,608-50.9% |
| Admin fee / account holder | $2,860 | $4,251-32.7% | $5,795-50.7% | $5,124-44.2% |