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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 | $35,750 | $88,672-59.7% | $105,223-66.0% | $82,448-56.6% |
| Participation rate | 88.6% | 67.9%+20.6pp | 75.0%+13.5pp | 68.1%+20.5pp |
| Annual return | 15.17% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,932 | $3,048-3.8% | $3,689-20.5% | $2,551+15.0% |
| Participant deferral / active EE | $4,527 | $4,036+12.2% | $5,072-10.7% | $4,139+9.4% |
| Admin fee / account holder | $9,970 | $7,146+39.5% | $8,859+12.5% | $7,234+37.8% |