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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 | $27,358 | $89,370-69.4% | $141,197-80.6% | $72,976-62.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 27.59% | 111.88%-84.3pp | 71.41%-43.8pp | 81.02%-53.4pp |
| Employer contribution / active EE | $2,149 | $3,115-31.0% | $4,736-54.6% | $2,440-11.9% |
| Participant deferral / active EE | $4,117 | $5,419-24.0% | $6,710-38.6% | $3,608+14.1% |
| Admin fee / account holder | $2,306 | $5,957-61.3% | $10,265-77.5% | $5,124-55.0% |