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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 | $25,991 | $89,370-70.9% | $141,197-81.6% | $72,976-64.4% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 28.68% | 111.88%-83.2pp | 71.41%-42.7pp | 81.02%-52.3pp |
| Employer contribution / active EE | $5,405 | $3,115+73.5% | $4,736+14.1% | $2,440+121.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,509 | $5,957-74.7% | $10,265-85.3% | $5,124-70.6% |