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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 | $58,522 | $98,766-40.7% | $149,730-60.9% | $79,852-26.7% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.5%-5.7pp | 69.6%+7.1pp |
| Annual return | 13.63% | 27.43%-13.8pp | 276.70%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,747 | $3,217-45.7% | $4,645-62.4% | $2,471-29.3% |
| Participant deferral / active EE | $4,520 | $5,681-20.4% | $6,843-33.9% | $3,740+20.8% |
| Admin fee / account holder | $3,257 | $6,052-46.2% | $9,310-65.0% | $5,306-38.6% |