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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 | $24,603 | $89,367-72.5% | $141,191-82.6% | $72,975-66.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 21.26% | 111.87%-90.6pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $3,704 | $3,115+18.9% | $4,736-21.8% | $2,440+51.8% |
| Participant deferral / active EE | $2,634 | $5,419-51.4% | $6,710-60.7% | $3,608-27.0% |
| Admin fee / account holder | $646 | $5,957-89.2% | $10,264-93.7% | $5,124-87.4% |