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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 | $31,020 | $89,370-65.3% | $141,197-78.0% | $72,976-57.5% |
| Participation rate | 83.9% | 75.1%+8.7pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 21.44% | 111.88%-90.4pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $2,538 | $3,115-18.5% | $4,736-46.4% | $2,440+4.0% |
| Participant deferral / active EE | $4,757 | $5,419-12.2% | $6,710-29.1% | $3,608+31.9% |
| Admin fee / account holder | $3,550 | $5,957-40.4% | $10,265-65.4% | $5,124-30.7% |