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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 | $31,148 | $65,367-52.3% | $92,915-66.5% | $72,976-57.3% |
| Participation rate | 81.1% | 68.3%+12.8pp | 76.0%+5.1pp | 69.5%+11.6pp |
| Annual return | 22.73% | 42.11%-19.4pp | 109.45%-86.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $1,626 | $2,594-37.3% | $3,653-55.5% | $2,440-33.4% |
| Participant deferral / active EE | $3,499 | $3,128+11.9% | $4,238-17.4% | $3,608-3.0% |
| Admin fee / account holder | $1,040 | $4,251-75.5% | $5,796-82.1% | $5,124-79.7% |