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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 | $24,645 | $89,370-72.4% | $141,197-82.5% | $72,976-66.2% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.7pp | 69.5%+18.6pp |
| Annual return | 22.41% | 111.88%-89.5pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $3,565 | $3,115+14.5% | $4,736-24.7% | $2,440+46.1% |
| Participant deferral / active EE | $4,984 | $5,419-8.0% | $6,710-25.7% | $3,608+38.1% |
| Admin fee / account holder | $3,029 | $5,957-49.1% | $10,265-70.5% | $5,124-40.9% |