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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 | $52,625 | $62,672-16.0% | $185,117-71.6% | $70,126-25.0% |
| Participation rate | 90.4% | 63.8%+26.6pp | 77.3%+13.2pp | 69.5%+20.9pp |
| Annual return | 21.86% | 40.79%-18.9pp | 40.50%-18.6pp | 73.15%-51.3pp |
| Employer contribution / active EE | $1,843 | $1,753+5.1% | $4,182-55.9% | $2,343-21.3% |
| Participant deferral / active EE | $3,034 | $3,272-7.3% | $5,045-39.9% | $3,332-8.9% |
| Admin fee / account holder | $766 | $3,932-80.5% | $8,159-90.6% | $4,645-83.5% |