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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 | $37,198 | $73,988-49.7% | $96,538-61.5% | $75,177-50.5% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 18.88% | 26.73%-7.8pp | 35.74%-16.9pp | 160.75%-141.9pp |
| Employer contribution / active EE | $3,927 | $2,930+34.0% | $3,740+5.0% | $2,671+47.0% |
| Participant deferral / active EE | $1,604 | $3,660-56.2% | $4,880-67.1% | $4,126-61.1% |
| Admin fee / account holder | $2,079 | $5,220-60.2% | $6,737-69.1% | $5,651-63.2% |