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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 | $36,800 | $107,421-65.7% | $182,262-79.8% | $94,015-60.9% |
| Participation rate | 92.6% | 77.8%+14.8pp | 84.2%+8.4pp | 70.8%+21.8pp |
| Annual return | 29.46% | 21.32%+8.1pp | 140.60%-111.1pp | 17.84%+11.6pp |
| Employer contribution / active EE | $3,621 | $3,448+5.0% | $5,046-28.2% | $2,790+29.8% |
| Participant deferral / active EE | $6,311 | $6,558-3.8% | $8,276-23.7% | $4,249+48.5% |
| Admin fee / account holder | $1,013 | $8,692-88.4% | $16,712-93.9% | $8,951-88.7% |