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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 | $40,044 | $65,364-38.7% | $92,909-56.9% | $72,975-45.1% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.0%+12.2pp | 69.5%+18.7pp |
| Annual return | 23.61% | 42.11%-18.5pp | 109.44%-85.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $7,153 | $2,594+175.7% | $3,653+95.8% | $2,440+193.2% |
| Participant deferral / active EE | $5,088 | $3,128+62.6% | $4,238+20.1% | $3,608+41.0% |
| Admin fee / account holder | $1,845 | $4,251-56.6% | $5,795-68.2% | $5,124-64.0% |