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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 | $21,958 | $77,638-71.7% | $156,551-86.0% | $62,881-65.1% |
| Participation rate | 88.7% | 71.2%+17.5pp | 84.0%+4.7pp | 69.3%+19.4pp |
| Annual return | 8.51% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,150 | $3,444+20.5% | $5,501-24.6% | $2,281+82.0% |
| Participant deferral / active EE | $2,269 | $3,046-25.5% | $4,871-53.4% | $3,203-29.2% |
| Admin fee / account holder | $874 | $5,561-84.3% | $13,028-93.3% | $4,296-79.7% |