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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 | $54,455 | $65,395-16.7% | $182,531-70.2% | $72,983-25.4% |
| Participation rate | 75.6% | 65.4%+10.2pp | 78.0%-2.4pp | 69.5%+6.1pp |
| Annual return | 22.61% | 27.68%-5.1pp | 148.57%-126.0pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,736 | $1,911-9.2% | $4,075-57.4% | $2,440-28.8% |
| Participant deferral / active EE | $5,736 | $3,563+61.0% | $5,525+3.8% | $3,608+59.0% |
| Admin fee / account holder | $16,369 | $4,245+285.6% | $8,593+90.5% | $5,124+219.4% |