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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 | $40,021 | $65,364-38.8% | $92,909-56.9% | $72,975-45.2% |
| Participation rate | 90.5% | 68.3%+22.2pp | 76.0%+14.5pp | 69.5%+21.0pp |
| Annual return | 18.89% | 42.11%-23.2pp | 109.44%-90.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $8,359 | $2,594+222.2% | $3,653+128.8% | $2,440+242.6% |
| Participant deferral / active EE | $2,197 | $3,128-29.8% | $4,238-48.2% | $3,608-39.1% |
| Admin fee / account holder | $4,681 | $4,251+10.1% | $5,795-19.2% | $5,124-8.6% |