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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 | $32,231 | $89,370-63.9% | $141,197-77.2% | $72,976-55.8% |
| Participation rate | 98.6% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 19.89% | 111.88%-92.0pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,269 | $3,115-59.3% | $4,736-73.2% | $2,440-48.0% |
| Participant deferral / active EE | $7,084 | $5,419+30.7% | $6,710+5.6% | $3,608+96.4% |
| Admin fee / account holder | $1,413 | $5,957-76.3% | $10,265-86.2% | $5,124-72.4% |