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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 | $28,673 | $89,364-67.9% | $141,177-79.7% | $72,983-60.7% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.5%-11.9pp | 69.5%+1.1pp |
| Annual return | 30.34% | 111.86%-81.5pp | 71.40%-41.1pp | 81.01%-50.7pp |
| Employer contribution / active EE | $2,949 | $3,115-5.3% | $4,736-37.7% | $2,440+20.9% |
| Participant deferral / active EE | $6,557 | $5,419+21.0% | $6,710-2.3% | $3,608+81.7% |
| Admin fee / account holder | $1,828 | $5,959-69.3% | $10,263-82.2% | $5,124-64.3% |