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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 | $60,120 | $89,370-32.7% | $141,197-57.4% | $72,976-17.6% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 20.90% | 111.88%-91.0pp | 71.41%-50.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $2,104 | $3,115-32.5% | $4,736-55.6% | $2,440-13.8% |
| Participant deferral / active EE | $3,731 | $5,419-31.1% | $6,710-44.4% | $3,608+3.4% |
| Admin fee / account holder | $8,221 | $5,957+38.0% | $10,265-19.9% | $5,124+60.4% |