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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 | $48,873 | $89,367-45.3% | $141,191-65.4% | $72,975-33.0% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 24.42% | 111.87%-87.5pp | 71.41%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,971 | $3,115-36.7% | $4,736-58.4% | $2,440-19.2% |
| Participant deferral / active EE | $5,128 | $5,419-5.4% | $6,710-23.6% | $3,608+42.2% |
| Admin fee / account holder | $28,014 | $5,957+370.3% | $10,264+172.9% | $5,124+446.7% |