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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 | $21,498 | $88,707-75.8% | $74,184-71.0% | $273,972-92.2% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 57.89% | 11.94%+45.9pp | 17.74%+40.2pp | 41.46%+16.4pp |
| Employer contribution / active EE | $2,918 | $3,159-7.6% | $2,370+23.1% | $4,869-40.1% |
| Participant deferral / active EE | $4,461 | $4,212+5.9% | $3,550+25.7% | $5,287-15.6% |
| Admin fee / account holder | $666 | $8,717-92.4% | $5,586-88.1% | $10,133-93.4% |