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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 | $40,027 | $88,672-54.9% | $105,223-62.0% | $82,448-51.5% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.5pp | 68.1%+24.5pp |
| Annual return | 15.35% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $7,262 | $3,048+138.3% | $3,689+96.9% | $2,551+184.7% |
| Participant deferral / active EE | $4,952 | $4,036+22.7% | $5,072-2.4% | $4,139+19.6% |
| Admin fee / account holder | $2,522 | $7,146-64.7% | $8,859-71.5% | $7,234-65.1% |