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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 | $28,388 | $89,370-68.2% | $141,197-79.9% | $72,976-61.1% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 21.90% | 111.88%-90.0pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,989 | $3,115-36.1% | $4,736-58.0% | $2,440-18.5% |
| Participant deferral / active EE | $4,950 | $5,419-8.6% | $6,710-26.2% | $3,608+37.2% |
| Admin fee / account holder | $2,315 | $5,957-61.1% | $10,265-77.4% | $5,124-54.8% |