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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 | $40,015 | $55,684-28.1% | $75,900-47.3% | $72,976-45.2% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.3%+27.1pp | 69.5%+26.9pp |
| Annual return | 18.42% | 27.60%-9.2pp | 30.73%-12.3pp | 81.02%-62.6pp |
| Employer contribution / active EE | $5,930 | $1,687+251.5% | $2,501+137.1% | $2,440+143.0% |
| Participant deferral / active EE | $2,967 | $2,634+12.7% | $3,604-17.7% | $3,608-17.8% |
| Admin fee / account holder | $367 | $3,981-90.8% | $5,421-93.2% | $5,124-92.8% |