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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 | $39,807 | $89,367-55.5% | $141,191-71.8% | $72,975-45.5% |
| Participation rate | 97.6% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 32.80% | 111.87%-79.1pp | 71.41%-38.6pp | 81.01%-48.2pp |
| Employer contribution / active EE | $1,613 | $3,115-48.2% | $4,736-65.9% | $2,440-33.9% |
| Participant deferral / active EE | $4,575 | $5,419-15.6% | $6,710-31.8% | $3,608+26.8% |
| Admin fee / account holder | $2,279 | $5,957-61.7% | $10,264-77.8% | $5,124-55.5% |