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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 | $38,847 | $98,760-60.7% | $149,715-74.1% | $79,858-51.4% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 18.31% | 27.43%-9.1pp | 276.66%-258.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $5,522 | $3,217+71.7% | $4,645+18.9% | $2,471+123.5% |
| Participant deferral / active EE | $9,413 | $5,681+65.7% | $6,842+37.6% | $3,740+151.7% |
| Admin fee / account holder | $2,796 | $6,053-53.8% | $9,310-70.0% | $5,306-47.3% |