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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 | $48,813 | $89,367-45.4% | $141,191-65.4% | $72,975-33.1% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-3.0pp | 69.5%+10.0pp |
| Annual return | 20.76% | 111.87%-91.1pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $5,305 | $3,115+70.3% | $4,736+12.0% | $2,440+117.4% |
| Participant deferral / active EE | $3,308 | $5,419-38.9% | $6,710-50.7% | $3,608-8.3% |
| Admin fee / account holder | $1,711 | $5,957-71.3% | $10,264-83.3% | $5,124-66.6% |