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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 | $68,880-57.4% | $120,580-75.6% | $80,959-63.7% |
| Participation rate | 92.3% | 61.7%+30.6pp | 72.0%+20.4pp | 67.7%+24.6pp |
| Annual return | 13.57% | 23.68%-10.1pp | 107.48%-93.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,966 | $2,066-4.8% | $3,469-43.3% | $2,757-28.7% |
| Participant deferral / active EE | $6,064 | $3,191+90.1% | $4,995+21.4% | $4,300+41.0% |
| Admin fee / account holder | $348 | $5,785-94.0% | $9,418-96.3% | $6,925-95.0% |