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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 | $23,210 | $65,367-64.5% | $92,915-75.0% | $72,976-68.2% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 17.43% | 42.11%-24.7pp | 109.45%-92.0pp | 81.02%-63.6pp |
| Employer contribution / active EE | $5,875 | $2,594+126.5% | $3,653+60.8% | $2,440+140.8% |
| Participant deferral / active EE | $2,466 | $3,128-21.2% | $4,238-41.8% | $3,608-31.6% |
| Admin fee / account holder | $987 | $4,251-76.8% | $5,796-83.0% | $5,124-80.7% |