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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 | $41,391 | $89,364-53.7% | $141,173-70.7% | $72,986-43.3% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 23.95% | 111.86%-87.9pp | 71.40%-47.4pp | 81.01%-57.1pp |
| Employer contribution / active EE | $7,693 | $3,115+147.0% | $4,735+62.5% | $2,440+215.3% |
| Participant deferral / active EE | $10,131 | $5,419+87.0% | $6,710+51.0% | $3,607+180.8% |
| Admin fee / account holder | $3,323 | $5,959-44.2% | $10,262-67.6% | $5,124-35.1% |