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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 | $41,680 | $89,364-53.4% | $141,177-70.5% | $72,983-42.9% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 21.68% | 111.86%-90.2pp | 71.40%-49.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $2,467 | $3,115-20.8% | $4,736-47.9% | $2,440+1.1% |
| Participant deferral / active EE | $5,184 | $5,419-4.3% | $6,710-22.7% | $3,608+43.7% |
| Admin fee / account holder | $1,314 | $5,959-78.0% | $10,263-87.2% | $5,124-74.4% |