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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 | $47,328 | $89,367-47.0% | $141,191-66.5% | $72,975-35.1% |
| Participation rate | 74.6% | 75.1%-0.6pp | 82.5%-7.9pp | 69.5%+5.1pp |
| Annual return | 21.01% | 111.87%-90.9pp | 71.41%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,656 | $3,115-14.7% | $4,736-43.9% | $2,440+8.8% |
| Participant deferral / active EE | $4,996 | $5,419-7.8% | $6,710-25.5% | $3,608+38.5% |
| Admin fee / account holder | $475 | $5,957-92.0% | $10,264-95.4% | $5,124-90.7% |