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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 | $26,023 | $65,395-60.2% | $182,558-85.7% | $72,976-64.3% |
| Participation rate | 92.7% | 65.4%+27.2pp | 78.0%+14.7pp | 69.5%+23.2pp |
| Annual return | 22.41% | 27.68%-5.3pp | 148.59%-126.2pp | 81.02%-58.6pp |
| Employer contribution / active EE | $1,851 | $1,911-3.2% | $4,076-54.6% | $2,440-24.2% |
| Participant deferral / active EE | $3,477 | $3,563-2.4% | $5,526-37.1% | $3,608-3.6% |
| Admin fee / account holder | $626 | $4,245-85.3% | $8,594-92.7% | $5,124-87.8% |