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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 | $62,642 | $89,370-29.9% | $141,197-55.6% | $72,976-14.2% |
| Participation rate | 75.7% | 75.1%+0.5pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 22.68% | 111.88%-89.2pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $2,350 | $3,115-24.5% | $4,736-50.4% | $2,440-3.7% |
| Participant deferral / active EE | $4,507 | $5,419-16.8% | $6,710-32.8% | $3,608+24.9% |
| Admin fee / account holder | $2,265 | $5,957-62.0% | $10,265-77.9% | $5,124-55.8% |