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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 | $40,550 | $89,367-54.6% | $141,191-71.3% | $72,975-44.4% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 28.71% | 111.87%-83.2pp | 71.41%-42.7pp | 81.01%-52.3pp |
| Employer contribution / active EE | $2,652 | $3,115-14.8% | $4,736-44.0% | $2,440+8.7% |
| Participant deferral / active EE | $6,217 | $5,419+14.7% | $6,710-7.3% | $3,608+72.3% |
| Admin fee / account holder | $5,175 | $5,957-13.1% | $10,264-49.6% | $5,124+1.0% |