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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 | $43,433 | $89,367-51.4% | $141,191-69.2% | $72,975-40.5% |
| Participation rate | 82.4% | 75.1%+7.2pp | 82.5%-0.1pp | 69.5%+12.9pp |
| Annual return | 22.57% | 111.87%-89.3pp | 71.41%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $4,152 | $3,115+33.3% | $4,736-12.3% | $2,440+70.2% |
| Participant deferral / active EE | $3,904 | $5,419-27.9% | $6,710-41.8% | $3,608+8.2% |
| Admin fee / account holder | $3,857 | $5,957-35.3% | $10,264-62.4% | $5,124-24.7% |