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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 | $64,950 | $89,364-27.3% | $141,177-54.0% | $72,983-11.0% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.5pp | 69.5%+14.4pp |
| Annual return | 26.70% | 111.86%-85.2pp | 71.40%-44.7pp | 81.01%-54.3pp |
| Employer contribution / active EE | $2,946 | $3,115-5.4% | $4,736-37.8% | $2,440+20.8% |
| Participant deferral / active EE | $4,464 | $5,419-17.6% | $6,710-33.5% | $3,608+23.7% |
| Admin fee / account holder | $1,656 | $5,959-72.2% | $10,263-83.9% | $5,124-67.7% |