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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 | $39,914 | $93,345-57.2% | $119,126-66.5% | $87,485-54.4% |
| Participation rate | 86.7% | 68.7%+17.9pp | 75.8%+10.9pp | 68.9%+17.7pp |
| Annual return | 23.79% | 19.08%+4.7pp | 282.11%-258.3pp | 26.06%-2.3pp |
| Employer contribution / active EE | $3,242 | $3,172+2.2% | $4,034-19.6% | $2,596+24.9% |
| Participant deferral / active EE | $6,347 | $4,099+54.8% | $5,318+19.3% | $4,274+48.5% |
| Admin fee / account holder | $4,300 | $8,039-46.5% | $10,693-59.8% | $7,775-44.7% |