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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 | $34,195 | $89,370-61.7% | $141,197-75.8% | $72,976-53.1% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 20.03% | 111.88%-91.8pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $3,633 | $3,115+16.6% | $4,736-23.3% | $2,440+48.9% |
| Participant deferral / active EE | $5,217 | $5,419-3.7% | $6,710-22.2% | $3,608+44.6% |
| Admin fee / account holder | $17,468 | $5,957+193.3% | $10,265+70.2% | $5,124+240.9% |