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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 | $30,451 | $85,171-64.2% | $172,752-82.4% | $72,975-58.3% |
| Participation rate | 70.3% | 70.1%+0.2pp | 82.6%-12.4pp | 69.5%+0.8pp |
| Annual return | 22.05% | 27.32%-5.3pp | 802.97%-780.9pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,662 | $3,324-50.0% | $5,144-67.7% | $2,440-31.9% |
| Participant deferral / active EE | $2,301 | $3,260-29.4% | $5,198-55.7% | $3,608-36.2% |
| Admin fee / account holder | $6,048 | $5,880+2.9% | $13,955-56.7% | $5,124+18.0% |