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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 | $27,790 | $89,364-68.9% | $141,177-80.3% | $72,983-61.9% |
| Participation rate | 72.2% | 75.1%-2.9pp | 82.5%-10.3pp | 69.5%+2.7pp |
| Annual return | 42.95% | 111.86%-68.9pp | 71.40%-28.4pp | 81.01%-38.1pp |
| Employer contribution / active EE | $1,974 | $3,115-36.6% | $4,736-58.3% | $2,440-19.1% |
| Participant deferral / active EE | $6,389 | $5,419+17.9% | $6,710-4.8% | $3,608+77.1% |
| Admin fee / account holder | $6,304 | $5,959+5.8% | $10,263-38.6% | $5,124+23.0% |