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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 | $40,244 | $89,364-55.0% | $141,177-71.5% | $72,983-44.9% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | 24.50% | 111.86%-87.4pp | 71.40%-46.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $3,592 | $3,115+15.3% | $4,736-24.1% | $2,440+47.2% |
| Participant deferral / active EE | $7,173 | $5,419+32.4% | $6,710+6.9% | $3,608+98.8% |
| Admin fee / account holder | $6,589 | $5,959+10.6% | $10,263-35.8% | $5,124+28.6% |