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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 | $30,229 | $78,707-61.6% | $117,861-74.4% | $70,126-56.9% |
| Participation rate | 92.1% | 73.2%+18.9pp | 79.7%+12.4pp | 69.5%+22.6pp |
| Annual return | 15.66% | 23.30%-7.6pp | 335.11%-319.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,818 | $2,223-18.2% | $3,786-52.0% | $2,343-22.4% |
| Participant deferral / active EE | $4,794 | $3,297+45.4% | $4,482+7.0% | $3,332+43.9% |
| Admin fee / account holder | $858 | $5,066-83.1% | $8,021-89.3% | $4,645-81.5% |