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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 | $27,578 | $77,638-64.5% | $156,551-82.4% | $62,881-56.1% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 11.96% | 50.33%-38.4pp | 32.23%-20.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,710 | $3,444+7.7% | $5,501-32.6% | $2,281+62.6% |
| Participant deferral / active EE | $1,753 | $3,046-42.4% | $4,871-64.0% | $3,203-45.3% |
| Admin fee / account holder | $1,060 | $5,561-80.9% | $13,028-91.9% | $4,296-75.3% |