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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 | $63,881 | $89,367-28.5% | $141,191-54.8% | $72,975-12.5% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 21.75% | 111.87%-90.1pp | 71.41%-49.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,988 | $3,115-36.2% | $4,736-58.0% | $2,440-18.5% |
| Participant deferral / active EE | $7,824 | $5,419+44.4% | $6,710+16.6% | $3,608+116.9% |
| Admin fee / account holder | $379 | $5,957-93.6% | $10,264-96.3% | $5,124-92.6% |