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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 | $35,203 | $89,370-60.6% | $141,197-75.1% | $72,976-51.8% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 22.21% | 111.88%-89.7pp | 71.41%-49.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,715 | $3,115-44.9% | $4,736-63.8% | $2,440-29.7% |
| Participant deferral / active EE | $4,641 | $5,419-14.4% | $6,710-30.8% | $3,608+28.6% |
| Admin fee / account holder | $502 | $5,957-91.6% | $10,265-95.1% | $5,124-90.2% |