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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 | $30,094 | $77,638-61.2% | $156,551-80.8% | $62,881-52.1% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 7.80% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,331 | $3,444+54.8% | $5,501-3.1% | $2,281+133.7% |
| Participant deferral / active EE | $4,689 | $3,046+54.0% | $4,871-3.7% | $3,203+46.4% |
| Admin fee / account holder | $1,407 | $5,561-74.7% | $13,028-89.2% | $4,296-67.2% |