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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 | $40,326 | $89,364-54.9% | $141,177-71.4% | $72,983-44.7% |
| Participation rate | 80.2% | 75.1%+5.1pp | 82.5%-2.3pp | 69.5%+10.7pp |
| Annual return | 31.51% | 111.86%-80.3pp | 71.40%-39.9pp | 81.01%-49.5pp |
| Employer contribution / active EE | $2,773 | $3,115-11.0% | $4,736-41.4% | $2,440+13.7% |
| Participant deferral / active EE | $5,400 | $5,419-0.4% | $6,710-19.5% | $3,608+49.7% |
| Admin fee / account holder | $753 | $5,959-87.4% | $10,263-92.7% | $5,124-85.3% |