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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 | $35,428 | $84,233-57.9% | $170,444-79.2% | $70,131-49.5% |
| Participation rate | 83.7% | 70.8%+12.9pp | 83.6%+0.1pp | 69.5%+14.2pp |
| Annual return | 16.18% | 23.06%-6.9pp | 205.94%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,591 | $3,387+6.0% | $5,433-33.9% | $2,342+53.3% |
| Participant deferral / active EE | $3,303 | $3,086+7.0% | $4,939-33.1% | $3,332-0.9% |
| Admin fee / account holder | $1,039 | $5,698-81.8% | $13,881-92.5% | $4,645-77.6% |