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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 | $28,787 | $77,638-62.9% | $156,551-81.6% | $62,881-54.2% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 5.41% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,783 | $3,444-48.2% | $5,501-67.6% | $2,281-21.8% |
| Participant deferral / active EE | $3,233 | $3,046+6.2% | $4,871-33.6% | $3,203+0.9% |
| Admin fee / account holder | $364 | $5,561-93.5% | $13,028-97.2% | $4,296-91.5% |