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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 | $29,376 | $68,852-57.3% | $120,524-75.6% | $80,925-63.7% |
| Participation rate | 92.3% | 61.6%+30.7pp | 71.9%+20.4pp | 67.7%+24.6pp |
| Annual return | 13.57% | 23.67%-10.1pp | 107.36%-93.8pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,966 | $2,063-4.7% | $3,469-43.3% | $2,756-28.7% |
| Participant deferral / active EE | $6,064 | $3,187+90.3% | $4,994+21.4% | $4,299+41.1% |
| Admin fee / account holder | $348 | $5,781-94.0% | $9,440-96.3% | $6,940-95.0% |