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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 | $40,793 | $89,370-54.4% | $141,197-71.1% | $72,976-44.1% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.5%+11.4pp | 69.5%+24.3pp |
| Annual return | 20.55% | 111.88%-91.3pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $899 | $3,115-71.2% | $4,736-81.0% | $2,440-63.2% |
| Participant deferral / active EE | $2,365 | $5,419-56.4% | $6,710-64.8% | $3,608-34.5% |
| Admin fee / account holder | $4,609 | $5,957-22.6% | $10,265-55.1% | $5,124-10.1% |