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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 | $33,078 | $77,638-57.4% | $156,551-78.9% | $62,881-47.4% |
| Participation rate | 89.3% | 71.2%+18.1pp | 84.0%+5.3pp | 69.3%+20.0pp |
| Annual return | 5.92% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,046 | $3,444-11.6% | $5,501-44.6% | $2,281+33.5% |
| Participant deferral / active EE | $1,352 | $3,046-55.6% | $4,871-72.3% | $3,203-57.8% |
| Admin fee / account holder | $3,610 | $5,561-35.1% | $13,028-72.3% | $4,296-16.0% |