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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 | $42,272 | $89,367-52.7% | $141,191-70.1% | $72,975-42.1% |
| Participation rate | 81.4% | 75.1%+6.2pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 25.61% | 111.87%-86.3pp | 71.41%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $2,476 | $3,115-20.5% | $4,736-47.7% | $2,440+1.5% |
| Participant deferral / active EE | $5,292 | $5,419-2.3% | $6,710-21.1% | $3,608+46.7% |
| Admin fee / account holder | $1,226 | $5,957-79.4% | $10,264-88.1% | $5,124-76.1% |