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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 | $27,207 | $89,367-69.6% | $141,191-80.7% | $72,975-62.7% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 24.66% | 111.87%-87.2pp | 71.41%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $3,182 | $3,115+2.1% | $4,736-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $7,683 | $5,419+41.8% | $6,710+14.5% | $3,608+113.0% |
| Admin fee / account holder | $2,030 | $5,957-65.9% | $10,264-80.2% | $5,124-60.4% |