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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 | $32,527 | $52,353-37.9% | $120,225-72.9% | $82,448-60.5% |
| Participation rate | 96.2% | 58.3%+37.8pp | 69.6%+26.6pp | 68.1%+28.1pp |
| Annual return | 13.50% | 61.85%-48.3pp | 439.23%-425.7pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,464 | $1,510+63.2% | $3,475-29.1% | $2,551-3.4% |
| Participant deferral / active EE | $4,794 | $2,627+82.5% | $3,999+19.9% | $4,139+15.8% |
| Admin fee / account holder | $8,253 | $4,363+89.2% | $5,696+44.9% | $7,234+14.1% |