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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 | $28,720 | $89,370-67.9% | $141,197-79.7% | $72,976-60.6% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 20.47% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $3,796 | $3,115+21.9% | $4,736-19.8% | $2,440+55.6% |
| Participant deferral / active EE | $4,036 | $5,419-25.5% | $6,710-39.9% | $3,608+11.9% |
| Admin fee / account holder | $3,240 | $5,957-45.6% | $10,265-68.4% | $5,124-36.8% |