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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 | $66,409 | $89,370-25.7% | $141,197-53.0% | $72,976-9.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 33.42% | 111.88%-78.5pp | 71.41%-38.0pp | 81.02%-47.6pp |
| Employer contribution / active EE | $1,098 | $3,115-64.7% | $4,736-76.8% | $2,440-55.0% |
| Participant deferral / active EE | $8,074 | $5,419+49.0% | $6,710+20.3% | $3,608+123.8% |
| Admin fee / account holder | $2,147 | $5,957-64.0% | $10,265-79.1% | $5,124-58.1% |