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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 | $29,810 | $98,776-69.8% | $149,745-80.1% | $79,856-62.7% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+12.0pp |
| Annual return | 19.36% | 27.38%-8.0pp | 276.72%-257.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,654 | $3,217+13.6% | $4,646-21.3% | $2,471+47.9% |
| Participant deferral / active EE | $6,762 | $5,681+19.0% | $6,843-1.2% | $3,741+80.8% |
| Admin fee / account holder | $5,329 | $6,053-12.0% | $9,312-42.8% | $5,306+0.4% |