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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 | $30,789 | $58,828-47.7% | $78,002-60.5% | $62,881-51.0% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 12.12% | 17.16%-5.0pp | 425.99%-413.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,952 | $1,672+16.7% | $2,470-21.0% | $2,281-14.4% |
| Participant deferral / active EE | $4,510 | $2,686+68.0% | $3,497+29.0% | $3,203+40.8% |
| Admin fee / account holder | $2,348 | $4,393-46.6% | $5,481-57.2% | $4,296-45.3% |