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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 | $37,009 | $98,776-62.5% | $149,745-75.3% | $79,856-53.7% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.6%+8.5pp |
| Annual return | 19.11% | 27.38%-8.3pp | 276.72%-257.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,479 | $3,217+8.1% | $4,646-25.1% | $2,471+40.8% |
| Participant deferral / active EE | $6,461 | $5,681+13.7% | $6,843-5.6% | $3,741+72.7% |
| Admin fee / account holder | $4,305 | $6,053-28.9% | $9,312-53.8% | $5,306-18.9% |