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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 | $27,162 | $77,920-65.1% | $149,723-81.9% | $75,177-63.9% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 14.70% | 31.72%-17.0pp | 134.50%-119.8pp | 160.75%-146.0pp |
| Employer contribution / active EE | $4,070 | $3,138+29.7% | $4,821-15.6% | $2,671+52.4% |
| Participant deferral / active EE | $1,747 | $3,411-48.8% | $5,682-69.3% | $4,126-57.7% |
| Admin fee / account holder | $942 | $5,951-84.2% | $13,215-92.9% | $5,651-83.3% |