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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 | $24,209 | $89,364-72.9% | $141,177-82.9% | $72,983-66.8% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 87.37% | 111.86%-24.5pp | 71.40%+16.0pp | 81.01%+6.4pp |
| Employer contribution / active EE | $6,768 | $3,115+117.3% | $4,736+42.9% | $2,440+177.4% |
| Participant deferral / active EE | $6,847 | $5,419+26.4% | $6,710+2.0% | $3,608+89.8% |
| Admin fee / account holder | $703 | $5,959-88.2% | $10,263-93.2% | $5,124-86.3% |