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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 | $46,252 | $65,395-29.3% | $182,558-74.7% | $72,976-36.6% |
| Participation rate | 92.5% | 65.4%+27.1pp | 78.0%+14.6pp | 69.5%+23.0pp |
| Annual return | 22.50% | 27.68%-5.2pp | 148.59%-126.1pp | 81.02%-58.5pp |
| Employer contribution / active EE | $2,929 | $1,911+53.2% | $4,076-28.1% | $2,440+20.0% |
| Participant deferral / active EE | $6,794 | $3,563+90.7% | $5,526+22.9% | $3,608+88.3% |
| Admin fee / account holder | $2,220 | $4,245-47.7% | $8,594-74.2% | $5,124-56.7% |