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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 | $39,236 | $98,776-60.3% | $149,745-73.8% | $79,856-50.9% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 25.71% | 27.38%-1.7pp | 276.72%-251.0pp | 31.71%-6.0pp |
| Employer contribution / active EE | $2,253 | $3,217-30.0% | $4,646-51.5% | $2,471-8.8% |
| Participant deferral / active EE | $4,615 | $5,681-18.8% | $6,843-32.6% | $3,741+23.4% |
| Admin fee / account holder | $2,494 | $6,053-58.8% | $9,312-73.2% | $5,306-53.0% |