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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 | $31,200 | $89,370-65.1% | $141,197-77.9% | $72,976-57.2% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 24.05% | 111.88%-87.8pp | 71.41%-47.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $3,726 | $3,115+19.6% | $4,736-21.3% | $2,440+52.7% |
| Participant deferral / active EE | $6,582 | $5,419+21.5% | $6,710-1.9% | $3,608+82.4% |
| Admin fee / account holder | $1,390 | $5,957-76.7% | $10,265-86.5% | $5,124-72.9% |