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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 | $28,847 | $89,367-67.7% | $141,191-79.6% | $72,975-60.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 21.87% | 111.87%-90.0pp | 71.41%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,299 | $3,115-58.3% | $4,736-72.6% | $2,440-46.8% |
| Participant deferral / active EE | $4,130 | $5,419-23.8% | $6,710-38.5% | $3,608+14.5% |
| Admin fee / account holder | $4,714 | $5,957-20.9% | $10,264-54.1% | $5,124-8.0% |