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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 | $41,551 | $46,877-11.4% | $122,354-66.0% | $70,124-40.7% |
| Participation rate | 87.3% | 58.2%+29.1pp | 71.6%+15.7pp | 69.5%+17.8pp |
| Annual return | 18.99% | 24.22%-5.2pp | 30.28%-11.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $5,814 | $1,288+351.3% | $4,051+43.5% | $2,342+148.2% |
| Participant deferral / active EE | $2,914 | $2,167+34.4% | $3,287-11.4% | $3,332-12.6% |
| Admin fee / account holder | $1,420 | $3,324-57.3% | $5,479-74.1% | $4,645-69.4% |