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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 | $63,520 | $89,367-28.9% | $141,191-55.0% | $72,975-13.0% |
| Participation rate | 80.4% | 75.1%+5.2pp | 82.5%-2.1pp | 69.5%+10.9pp |
| Annual return | 23.54% | 111.87%-88.3pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $3,837 | $3,115+23.2% | $4,736-19.0% | $2,440+57.2% |
| Participant deferral / active EE | $10,659 | $5,419+96.7% | $6,710+58.9% | $3,608+195.5% |
| Admin fee / account holder | $11,992 | $5,957+101.3% | $10,264+16.8% | $5,124+134.0% |