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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 | $26,648 | $58,099-54.1% | $76,872-65.3% | $75,173-64.6% |
| Participation rate | 93.9% | 63.9%+30.0pp | 69.6%+24.3pp | 67.2%+26.7pp |
| Annual return | 18.33% | 26.71%-8.4pp | 37.90%-19.6pp | 160.72%-142.4pp |
| Employer contribution / active EE | $3,016 | $1,996+51.2% | $2,533+19.1% | $2,671+12.9% |
| Participant deferral / active EE | $6,627 | $2,999+121.0% | $3,832+72.9% | $4,126+60.6% |
| Admin fee / account holder | $6,097 | $4,778+27.6% | $5,476+11.3% | $5,651+7.9% |