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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 | $49,649 | $89,367-44.4% | $141,191-64.8% | $72,975-32.0% |
| Participation rate | 82.7% | 75.1%+7.6pp | 82.5%+0.2pp | 69.5%+13.2pp |
| Annual return | 26.52% | 111.87%-85.3pp | 71.41%-44.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $2,819 | $3,115-9.5% | $4,736-40.5% | $2,440+15.5% |
| Participant deferral / active EE | $7,913 | $5,419+46.0% | $6,710+17.9% | $3,608+119.3% |
| Admin fee / account holder | $6,419 | $5,957+7.8% | $10,264-37.5% | $5,124+25.3% |