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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 | $31,641 | $77,908-59.4% | $149,696-78.9% | $75,173-57.9% |
| Participation rate | 73.1% | 65.6%+7.5pp | 78.8%-5.7pp | 67.2%+5.9pp |
| Annual return | 26.68% | 31.73%-5.0pp | 134.46%-107.8pp | 160.72%-134.0pp |
| Employer contribution / active EE | $3,354 | $3,138+6.9% | $4,821-30.4% | $2,671+25.6% |
| Participant deferral / active EE | $7,851 | $3,411+130.2% | $5,682+38.2% | $4,126+90.3% |
| Admin fee / account holder | $709 | $5,950-88.1% | $13,212-94.6% | $5,651-87.4% |