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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 | $40,282 | $103,393-61.0% | $87,103-53.8% | $152,909-73.7% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 21.33% | 28.10%-6.8pp | 28.19%-6.9pp | 345.46%-324.1pp |
| Employer contribution / active EE | $3,790 | $3,221+17.6% | $2,521+50.3% | $4,764-20.5% |
| Participant deferral / active EE | $2,978 | $4,778-37.7% | $4,049-26.4% | $5,851-49.1% |
| Admin fee / account holder | $1,563 | $12,195-87.2% | $7,491-79.1% | $11,601-86.5% |