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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 | $29,232 | $77,638-62.3% | $156,551-81.3% | $62,881-53.5% |
| Participation rate | 90.9% | 71.2%+19.7pp | 84.0%+6.9pp | 69.3%+21.6pp |
| Annual return | 11.72% | 50.33%-38.6pp | 32.23%-20.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $7,024 | $3,444+103.9% | $5,501+27.7% | $2,281+207.9% |
| Participant deferral / active EE | $3,545 | $3,046+16.4% | $4,871-27.2% | $3,203+10.7% |
| Admin fee / account holder | $450 | $5,561-91.9% | $13,028-96.5% | $4,296-89.5% |