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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 | $24,576 | $89,367-72.5% | $141,191-82.6% | $72,975-66.3% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.5%+9.9pp | 69.5%+22.9pp |
| Annual return | 27.56% | 111.87%-84.3pp | 71.41%-43.8pp | 81.01%-53.4pp |
| Employer contribution / active EE | $2,296 | $3,115-26.3% | $4,736-51.5% | $2,440-5.9% |
| Participant deferral / active EE | $3,453 | $5,419-36.3% | $6,710-48.5% | $3,608-4.3% |
| Admin fee / account holder | $3,039 | $5,957-49.0% | $10,264-70.4% | $5,124-40.7% |