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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 | $36,976 | $65,395-43.5% | $182,540-79.7% | $72,975-49.3% |
| Participation rate | 74.1% | 65.4%+8.7pp | 78.0%-3.8pp | 69.5%+4.6pp |
| Annual return | 18.96% | 27.68%-8.7pp | 148.58%-129.6pp | 81.01%-62.0pp |
| Employer contribution / active EE | $3,371 | $1,911+76.4% | $4,076-17.3% | $2,440+38.2% |
| Participant deferral / active EE | $1,939 | $3,563-45.6% | $5,525-64.9% | $3,608-46.3% |
| Admin fee / account holder | $582 | $4,245-86.3% | $8,593-93.2% | $5,124-88.6% |