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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 | $33,530 | $65,364-48.7% | $92,909-63.9% | $72,975-54.1% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 25.34% | 42.11%-16.8pp | 109.44%-84.1pp | 81.01%-55.7pp |
| Employer contribution / active EE | $3,193 | $2,594+23.1% | $3,653-12.6% | $2,440+30.9% |
| Participant deferral / active EE | $7,160 | $3,128+128.9% | $4,238+68.9% | $3,608+98.5% |
| Admin fee / account holder | $1,190 | $4,251-72.0% | $5,795-79.5% | $5,124-76.8% |