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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 | $31,443 | $93,346-66.3% | $71,796-56.2% | $273,972-88.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 15.01% | 130.39%-115.4pp | 78.04%-63.0pp | 41.46%-26.4pp |
| Employer contribution / active EE | $2,630 | $2,733-3.8% | $1,924+36.7% | $4,869-46.0% |
| Participant deferral / active EE | $4,472 | $3,475+28.7% | $2,794+60.0% | $5,287-15.4% |
| Admin fee / account holder | $340 | $6,571-94.8% | $4,815-92.9% | $10,133-96.6% |