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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 | $65,644 | $77,638-15.4% | $156,551-58.1% | $62,881+4.4% |
| Participation rate | 82.9% | 71.2%+11.7pp | 84.0%-1.2pp | 69.3%+13.6pp |
| Annual return | 7.56% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,802 | $3,444+39.4% | $5,501-12.7% | $2,281+110.5% |
| Participant deferral / active EE | $2,179 | $3,046-28.5% | $4,871-55.3% | $3,203-32.0% |
| Admin fee / account holder | $1,302 | $5,561-76.6% | $13,028-90.0% | $4,296-69.7% |