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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 | $61,195 | $78,707-22.2% | $117,861-48.1% | $70,126-12.7% |
| Participation rate | 84.4% | 73.2%+11.2pp | 79.7%+4.7pp | 69.5%+14.8pp |
| Annual return | 15.19% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,908 | $2,223-14.2% | $3,786-49.6% | $2,343-18.5% |
| Participant deferral / active EE | $3,335 | $3,297+1.1% | $4,482-25.6% | $3,332+0.1% |
| Admin fee / account holder | $4,347 | $5,066-14.2% | $8,021-45.8% | $4,645-6.4% |