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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 | $36,269 | $81,358-55.4% | $155,556-76.7% | $80,959-55.2% |
| Participation rate | 86.1% | 66.3%+19.8pp | 78.2%+7.9pp | 67.7%+18.4pp |
| Annual return | 18.17% | 33.39%-15.2pp | 64.84%-46.7pp | 35.67%-17.5pp |
| Employer contribution / active EE | $3,573 | $3,106+15.0% | $4,675-23.6% | $2,757+29.6% |
| Participant deferral / active EE | $8,905 | $3,455+157.7% | $5,631+58.2% | $4,300+107.1% |
| Admin fee / account holder | $330 | $7,994-95.9% | $15,885-97.9% | $6,925-95.2% |