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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 | $26,297 | $89,367-70.6% | $141,191-81.4% | $72,975-64.0% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 27.02% | 111.87%-84.8pp | 71.41%-44.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $2,374 | $3,115-23.8% | $4,736-49.9% | $2,440-2.7% |
| Participant deferral / active EE | $5,196 | $5,419-4.1% | $6,710-22.6% | $3,608+44.0% |
| Admin fee / account holder | $361 | $5,957-93.9% | $10,264-96.5% | $5,124-93.0% |