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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 | $24,099 | $54,757-56.0% | $90,300-73.3% | $72,983-67.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 25.95% | 30.63%-4.7pp | 78.11%-52.2pp | 81.01%-55.1pp |
| Employer contribution / active EE | $4,371 | $2,092+108.9% | $2,854+53.1% | $2,440+79.1% |
| Participant deferral / active EE | $2,079 | $2,887-28.0% | $3,884-46.5% | $3,608-42.4% |
| Admin fee / account holder | $476 | $3,972-88.0% | $5,353-91.1% | $5,124-90.7% |