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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 | $41,750 | $73,978-43.6% | $96,515-56.7% | $75,173-44.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 14.83% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $3,694 | $2,931+26.1% | $3,740-1.2% | $2,671+38.3% |
| Participant deferral / active EE | $6,752 | $3,660+84.5% | $4,880+38.4% | $4,126+63.6% |
| Admin fee / account holder | $19,345 | $5,219+270.7% | $6,735+187.2% | $5,651+242.3% |