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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 | $24,848 | $106,864-76.7% | $147,318-83.1% | $82,637-69.9% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.1%+9.2pp | 68.1%+23.2pp |
| Annual return | 53.36% | 27.49%+25.9pp | 70.43%-17.1pp | 53.51%-0.1pp |
| Employer contribution / active EE | $2,168 | $3,417-36.5% | $4,593-52.8% | $2,552-15.1% |
| Participant deferral / active EE | $6,899 | $6,496+6.2% | $7,906-12.7% | $4,126+67.2% |
| Admin fee / account holder | $4,318 | $8,415-48.7% | $13,708-68.5% | $7,339-41.2% |