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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 | $31,987 | $94,031-66.0% | $115,768-72.4% | $82,448-61.2% |
| Participation rate | 93.6% | 70.4%+23.2pp | 74.4%+19.2pp | 68.1%+25.5pp |
| Annual return | 19.21% | 20.61%-1.4pp | 100.46%-81.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,498 | $2,323+50.6% | $2,940+19.0% | $2,551+37.1% |
| Participant deferral / active EE | $5,636 | $3,972+41.9% | $4,917+14.6% | $4,139+36.2% |
| Admin fee / account holder | $4,193 | $10,249-59.1% | $12,439-66.3% | $7,234-42.0% |