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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 | $36,712 | $61,356-40.2% | $149,696-75.5% | $71,511-48.7% |
| Participation rate | 74.9% | 62.5%+12.3pp | 78.8%-3.9pp | 67.9%+6.9pp |
| Annual return | 65.43% | 35.86%+29.6pp | 134.46%-69.0pp | 28.86%+36.6pp |
| Employer contribution / active EE | $3,457 | $2,382+45.2% | $4,821-28.3% | $2,589+33.5% |
| Participant deferral / active EE | $6,458 | $2,920+121.2% | $5,682+13.7% | $4,291+50.5% |
| Admin fee / account holder | $4,945 | $1,263+291.5% | $13,212-62.6% | $1,588+211.3% |