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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 | $34,622 | $89,370-61.3% | $141,197-75.5% | $72,976-52.6% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 20.49% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $834 | $3,115-73.2% | $4,736-82.4% | $2,440-65.8% |
| Participant deferral / active EE | $3,130 | $5,419-42.2% | $6,710-53.4% | $3,608-13.2% |
| Admin fee / account holder | $7,151 | $5,957+20.1% | $10,265-30.3% | $5,124+39.6% |