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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 | $41,201 | $67,411-38.9% | $91,004-54.7% | $70,126-41.2% |
| Participation rate | 88.1% | 71.4%+16.7pp | 75.6%+12.5pp | 69.5%+18.6pp |
| Annual return | 15.18% | -40.16%+55.3pp | 4.60%+10.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $4,995 | $1,786+179.7% | $2,456+103.4% | $2,343+113.2% |
| Participant deferral / active EE | $3,656 | $2,823+29.5% | $3,548+3.1% | $3,332+9.7% |
| Admin fee / account holder | $547 | $4,236-87.1% | $5,417-89.9% | $4,645-88.2% |