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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 | $34,268 | $65,395-47.6% | $182,540-81.2% | $72,975-53.0% |
| Participation rate | 81.5% | 65.4%+16.0pp | 78.0%+3.5pp | 69.5%+12.0pp |
| Annual return | 26.96% | 27.68%-0.7pp | 148.58%-121.6pp | 81.01%-54.1pp |
| Employer contribution / active EE | $6,361 | $1,911+232.9% | $4,076+56.1% | $2,440+160.7% |
| Participant deferral / active EE | $9,860 | $3,563+176.8% | $5,525+78.5% | $3,608+173.3% |
| Admin fee / account holder | $2,416 | $4,245-43.1% | $8,593-71.9% | $5,124-52.8% |