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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 | $40,945 | $77,901-47.4% | $149,717-72.7% | $75,181-45.5% |
| Participation rate | 89.2% | 65.6%+23.6pp | 78.8%+10.4pp | 67.2%+22.0pp |
| Annual return | 25.76% | 31.73%-6.0pp | 134.41%-108.6pp | 160.69%-134.9pp |
| Employer contribution / active EE | $5,669 | $3,137+80.7% | $4,820+17.6% | $2,671+112.3% |
| Participant deferral / active EE | $11,588 | $3,411+239.7% | $5,682+104.0% | $4,126+180.9% |
| Admin fee / account holder | $2,750 | $5,949-53.8% | $13,213-79.2% | $5,650-51.3% |