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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 | $23,656 | $89,367-73.5% | $141,191-83.2% | $72,975-67.6% |
| Participation rate | 98.6% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 56.60% | 111.87%-55.3pp | 71.41%-14.8pp | 81.01%-24.4pp |
| Employer contribution / active EE | $3,004 | $3,115-3.6% | $4,736-36.6% | $2,440+23.1% |
| Participant deferral / active EE | $4,660 | $5,419-14.0% | $6,710-30.6% | $3,608+29.2% |
| Admin fee / account holder | $3,030 | $5,957-49.1% | $10,264-70.5% | $5,124-40.9% |