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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 | $43,954 | $65,364-32.8% | $92,909-52.7% | $72,975-39.8% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 28.32% | 42.11%-13.8pp | 109.44%-81.1pp | 81.01%-52.7pp |
| Employer contribution / active EE | $605 | $2,594-76.7% | $3,653-83.4% | $2,440-75.2% |
| Participant deferral / active EE | $6,055 | $3,128+93.6% | $4,238+42.9% | $3,608+67.8% |
| Admin fee / account holder | $1,267 | $4,251-70.2% | $5,795-78.1% | $5,124-75.3% |