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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 | $24,491 | $89,370-72.6% | $141,197-82.7% | $72,976-66.4% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 23.17% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $3,396 | $3,115+9.0% | $4,736-28.3% | $2,440+39.2% |
| Participant deferral / active EE | $5,510 | $5,419+1.7% | $6,710-17.9% | $3,608+52.7% |
| Admin fee / account holder | $2,450 | $5,957-58.9% | $10,265-76.1% | $5,124-52.2% |