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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 | $22,432 | $65,367-65.7% | $92,915-75.9% | $72,976-69.3% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.1pp |
| Annual return | 30.50% | 42.11%-11.6pp | 109.45%-79.0pp | 81.02%-50.5pp |
| Employer contribution / active EE | $2,971 | $2,594+14.6% | $3,653-18.7% | $2,440+21.8% |
| Participant deferral / active EE | $5,565 | $3,128+77.9% | $4,238+31.3% | $3,608+54.2% |
| Admin fee / account holder | $806 | $4,251-81.0% | $5,796-86.1% | $5,124-84.3% |