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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 | $75,426 | $89,364-15.6% | $141,177-46.6% | $72,983+3.3% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-3.0pp | 69.5%+10.0pp |
| Annual return | 22.51% | 111.86%-89.3pp | 71.40%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,151 | $3,115-63.0% | $4,736-75.7% | $2,440-52.8% |
| Participant deferral / active EE | $8,671 | $5,419+60.0% | $6,710+29.2% | $3,608+140.4% |
| Admin fee / account holder | $14,709 | $5,959+146.8% | $10,263+43.3% | $5,124+187.0% |