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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 | $53,250 | $89,367-40.4% | $141,191-62.3% | $72,975-27.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 21.07% | 111.87%-90.8pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,074 | $3,115-33.4% | $4,736-56.2% | $2,440-15.0% |
| Participant deferral / active EE | $3,651 | $5,419-32.6% | $6,710-45.6% | $3,608+1.2% |
| Admin fee / account holder | $1,253 | $5,957-79.0% | $10,264-87.8% | $5,124-75.5% |