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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 | $40,574 | $78,707-48.4% | $117,861-65.6% | $70,126-42.1% |
| Participation rate | 93.5% | 73.2%+20.4pp | 79.7%+13.9pp | 69.5%+24.0pp |
| Annual return | 25.10% | 23.30%+1.8pp | 335.11%-310.0pp | 73.15%-48.0pp |
| Employer contribution / active EE | $1,061 | $2,223-52.3% | $3,786-72.0% | $2,343-54.7% |
| Participant deferral / active EE | $3,094 | $3,297-6.2% | $4,482-31.0% | $3,332-7.1% |
| Admin fee / account holder | $1,102 | $5,066-78.2% | $8,021-86.3% | $4,645-76.3% |