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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 | $42,390 | $85,206-50.2% | $172,745-75.5% | $72,986-41.9% |
| Participation rate | 87.8% | 70.1%+17.7pp | 82.6%+5.2pp | 69.5%+18.3pp |
| Annual return | 24.88% | 27.32%-2.4pp | 802.90%-778.0pp | 81.01%-56.1pp |
| Employer contribution / active EE | $3,000 | $3,325-9.8% | $5,144-41.7% | $2,440+23.0% |
| Participant deferral / active EE | $7,550 | $3,260+131.6% | $5,197+45.3% | $3,607+109.3% |
| Admin fee / account holder | $3,241 | $5,883-44.9% | $13,954-76.8% | $5,124-36.8% |