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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 | $31,508 | $79,961-60.6% | $98,462-68.0% | $75,177-58.1% |
| Participation rate | 93.2% | 70.4%+22.8pp | 75.2%+18.0pp | 67.2%+25.9pp |
| Annual return | 42.07% | 19.75%+22.3pp | 21.17%+20.9pp | 160.75%-118.7pp |
| Employer contribution / active EE | $2,162 | $2,264-4.5% | $3,049-29.1% | $2,671-19.1% |
| Participant deferral / active EE | $3,484 | $3,753-7.2% | $4,738-26.5% | $4,126-15.6% |
| Admin fee / account holder | $16,263 | $6,842+137.7% | $8,875+83.3% | $5,651+187.8% |