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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 | $41,591 | $67,411-38.3% | $91,004-54.3% | $70,126-40.7% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 17.92% | -40.16%+58.1pp | 4.60%+13.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,000 | $1,786+68.0% | $2,456+22.2% | $2,343+28.1% |
| Participant deferral / active EE | $5,546 | $2,823+96.5% | $3,548+56.3% | $3,332+66.4% |
| Admin fee / account holder | $4,576 | $4,236+8.0% | $5,417-15.5% | $4,645-1.5% |