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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 | $31,764 | $77,638-59.1% | $156,551-79.7% | $62,881-49.5% |
| Participation rate | 90.3% | 71.2%+19.1pp | 84.0%+6.3pp | 69.3%+21.0pp |
| Annual return | 7.35% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,144 | $3,444+20.3% | $5,501-24.7% | $2,281+81.7% |
| Participant deferral / active EE | $1,501 | $3,046-50.7% | $4,871-69.2% | $3,203-53.1% |
| Admin fee / account holder | $2,335 | $5,561-58.0% | $13,028-82.1% | $4,296-45.6% |