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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 | $37,285 | $65,395-43.0% | $182,540-79.6% | $72,975-48.9% |
| Participation rate | 94.1% | 65.4%+28.7pp | 78.0%+16.1pp | 69.5%+24.6pp |
| Annual return | 21.37% | 27.68%-6.3pp | 148.58%-127.2pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,457 | $1,911-23.8% | $4,076-64.2% | $2,440-40.3% |
| Participant deferral / active EE | $3,676 | $3,563+3.2% | $5,525-33.5% | $3,608+1.9% |
| Admin fee / account holder | $1,196 | $4,245-71.8% | $8,593-86.1% | $5,124-76.7% |