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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 | $31,177 | $85,171-63.4% | $172,752-82.0% | $72,975-57.3% |
| Participation rate | 89.8% | 70.1%+19.8pp | 82.6%+7.2pp | 69.5%+20.3pp |
| Annual return | 21.07% | 27.32%-6.2pp | 802.97%-781.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,520 | $3,324-54.3% | $5,144-70.4% | $2,440-37.7% |
| Participant deferral / active EE | $2,468 | $3,260-24.3% | $5,198-52.5% | $3,608-31.6% |
| Admin fee / account holder | $9,835 | $5,880+67.3% | $13,955-29.5% | $5,124+91.9% |