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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 | $65,792 | $77,816-15.5% | $123,549-46.7% | $64,181+2.5% |
| Participation rate | 76.0% | 74.7%+1.3pp | 82.3%-6.3pp | 69.6%+6.5pp |
| Annual return | 80.22% | 12.49%+67.7pp | 119.20%-39.0pp | 7.63%+72.6pp |
| Employer contribution / active EE | $4,067 | $3,014+34.9% | $4,628-12.1% | $2,381+70.8% |
| Participant deferral / active EE | $5,350 | $5,240+2.1% | $6,426-16.7% | $3,470+54.2% |
| Admin fee / account holder | $2,486 | $5,519-54.9% | $9,284-73.2% | $4,887-49.1% |