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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 | $24,674 | $89,370-72.4% | $141,197-82.5% | $72,976-66.2% |
| Participation rate | 79.1% | 75.1%+4.0pp | 82.5%-3.4pp | 69.5%+9.6pp |
| Annual return | 19.24% | 111.88%-92.6pp | 71.41%-52.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $841 | $3,115-73.0% | $4,736-82.3% | $2,440-65.5% |
| Participant deferral / active EE | $2,427 | $5,419-55.2% | $6,710-63.8% | $3,608-32.7% |
| Admin fee / account holder | $1,402 | $5,957-76.5% | $10,265-86.3% | $5,124-72.6% |