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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 | $37,371 | $89,370-58.2% | $141,197-73.5% | $72,976-48.8% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.5%+1.6pp | 69.5%+14.6pp |
| Annual return | 21.23% | 111.88%-90.6pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $2,806 | $3,115-9.9% | $4,736-40.8% | $2,440+15.0% |
| Participant deferral / active EE | $5,416 | $5,419-0.1% | $6,710-19.3% | $3,608+50.1% |
| Admin fee / account holder | $6,892 | $5,957+15.7% | $10,265-32.9% | $5,124+34.5% |