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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 | $20,452 | $45,050-54.6% | $63,018-67.5% | $70,126-70.8% |
| Participation rate | 76.7% | 69.5%+7.2pp | 74.8%+1.9pp | 69.5%+7.1pp |
| Annual return | 36.80% | 18.76%+18.0pp | 87.62%-50.8pp | 73.15%-36.3pp |
| Employer contribution / active EE | $4,225 | $2,052+105.9% | $2,761+53.1% | $2,343+80.4% |
| Participant deferral / active EE | $3,087 | $2,466+25.2% | $3,330-7.3% | $3,332-7.3% |
| Admin fee / account holder | $2,527 | $2,834-10.8% | $3,601-29.8% | $4,645-45.6% |