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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 | $42,446 | $95,415-55.5% | $185,851-77.2% | $85,851-50.6% |
| Participation rate | 89.7% | 68.8%+21.0pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 15.92% | 23.59%-7.7pp | 122.11%-106.2pp | 318.63%-302.7pp |
| Employer contribution / active EE | $3,090 | $3,314-6.8% | $5,168-40.2% | $2,565+20.4% |
| Participant deferral / active EE | $7,491 | $3,424+118.8% | $5,569+34.5% | $3,952+89.5% |
| Admin fee / account holder | $6,476 | $7,215-10.2% | $16,245-60.1% | $6,261+3.4% |