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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 | $40,391 | $89,367-54.8% | $141,191-71.4% | $72,975-44.7% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 24.22% | 111.87%-87.6pp | 71.41%-47.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $5,178 | $3,115+66.2% | $4,736+9.3% | $2,440+112.2% |
| Participant deferral / active EE | $3,535 | $5,419-34.8% | $6,710-47.3% | $3,608-2.0% |
| Admin fee / account holder | $1,027 | $5,957-82.8% | $10,264-90.0% | $5,124-80.0% |