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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 | $26,276 | $107,421-75.5% | $182,262-85.6% | $94,015-72.1% |
| Participation rate | 98.1% | 77.8%+20.3pp | 84.2%+13.9pp | 70.8%+27.3pp |
| Annual return | 25.62% | 21.32%+4.3pp | 140.60%-115.0pp | 17.84%+7.8pp |
| Employer contribution / active EE | $4,582 | $3,448+32.9% | $5,046-9.2% | $2,790+64.2% |
| Participant deferral / active EE | $9,267 | $6,558+41.3% | $8,276+12.0% | $4,249+118.1% |
| Admin fee / account holder | $6,993 | $8,692-19.5% | $16,712-58.2% | $8,951-21.9% |