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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 | $62,492 | $75,832-17.6% | $147,617-57.7% | $59,633+4.8% |
| Participation rate | 80.6% | 71.6%+9.1pp | 84.6%-4.0pp | 68.7%+12.0pp |
| Annual return | 16.29% | 0.37%+15.9pp | 61.98%-45.7pp | 2041.45%-2025.2pp |
| Employer contribution / active EE | $1,233 | $3,485-64.6% | $5,564-77.8% | $2,203-44.0% |
| Participant deferral / active EE | $7,759 | $3,131+147.9% | $4,895+58.5% | $3,192+143.1% |
| Admin fee / account holder | $10,983 | $5,986+83.5% | $11,612-5.4% | $4,297+155.6% |