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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 | $34,328 | $89,367-61.6% | $141,191-75.7% | $72,975-53.0% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 22.24% | 111.87%-89.6pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $4,847 | $3,115+55.6% | $4,736+2.3% | $2,440+98.6% |
| Participant deferral / active EE | $4,865 | $5,419-10.2% | $6,710-27.5% | $3,608+34.8% |
| Admin fee / account holder | $2,003 | $5,957-66.4% | $10,264-80.5% | $5,124-60.9% |