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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 | $33,960 | $77,814-56.4% | $158,223-78.5% | $86,983-61.0% |
| Participation rate | 93.3% | 68.4%+24.9pp | 79.2%+14.1pp | 69.5%+23.8pp |
| Annual return | 19.53% | 30.54%-11.0pp | 52.09%-32.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $4,881 | $2,592+88.3% | $4,109+18.8% | $2,584+88.8% |
| Participant deferral / active EE | $5,327 | $3,270+62.9% | $5,467-2.6% | $4,194+27.0% |
| Admin fee / account holder | $4,475 | $5,879-23.9% | $16,047-72.1% | $7,856-43.0% |