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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 | $41,432 | $68,878-39.8% | $120,574-65.6% | $80,935-48.8% |
| Participation rate | 86.7% | 61.7%+25.0pp | 71.9%+14.7pp | 67.7%+19.0pp |
| Annual return | 12.98% | 23.67%-10.7pp | 107.42%-94.4pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,265 | $2,065+106.5% | $3,471+22.9% | $2,757+54.7% |
| Participant deferral / active EE | $9,608 | $3,189+201.3% | $4,996+92.3% | $4,299+123.5% |
| Admin fee / account holder | $1,884 | $5,782-67.4% | $9,445-80.0% | $6,924-72.8% |