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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 | $41,973 | $76,407-45.1% | $150,298-72.1% | $82,448-49.1% |
| Participation rate | 94.3% | 66.4%+27.9pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 21.93% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,344 | $2,614-10.3% | $4,154-43.6% | $2,551-8.1% |
| Participant deferral / active EE | $6,035 | $3,214+87.7% | $5,453+10.7% | $4,139+45.8% |
| Admin fee / account holder | $2,848 | $6,352-55.2% | $14,116-79.8% | $7,234-60.6% |