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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 | $39,430 | $78,670-49.9% | $109,173-63.9% | $85,847-54.1% |
| Participation rate | 82.4% | 68.3%+14.1pp | 75.9%+6.5pp | 69.3%+13.0pp |
| Annual return | 15.76% | 25.09%-9.3pp | 25.75%-10.0pp | 318.61%-302.8pp |
| Employer contribution / active EE | $1,777 | $2,734-35.0% | $3,723-52.3% | $2,565-30.7% |
| Participant deferral / active EE | $4,051 | $3,467+16.8% | $4,654-13.0% | $3,952+2.5% |
| Admin fee / account holder | $2,186 | $5,469-60.0% | $6,755-67.6% | $6,261-65.1% |