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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 | $26,156 | $89,367-70.7% | $141,191-81.5% | $72,975-64.2% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 24.04% | 111.87%-87.8pp | 71.41%-47.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $2,326 | $3,115-25.3% | $4,736-50.9% | $2,440-4.7% |
| Participant deferral / active EE | $5,489 | $5,419+1.3% | $6,710-18.2% | $3,608+52.2% |
| Admin fee / account holder | $544 | $5,957-90.9% | $10,264-94.7% | $5,124-89.4% |