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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 | $30,048 | $64,324-53.3% | $118,914-74.7% | $79,856-62.4% |
| Participation rate | 93.8% | 64.9%+28.9pp | 75.4%+18.3pp | 69.6%+24.1pp |
| Annual return | 32.88% | 86.45%-53.6pp | 35.89%-3.0pp | 31.71%+1.2pp |
| Employer contribution / active EE | $3,235 | $1,836+76.2% | $3,264-0.9% | $2,471+30.9% |
| Participant deferral / active EE | $5,488 | $2,824+94.3% | $4,266+28.6% | $3,741+46.7% |
| Admin fee / account holder | $4,690 | $4,040+16.1% | $6,582-28.7% | $5,306-11.6% |