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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 | $26,974 | $77,816-65.3% | $123,552-78.2% | $64,173-58.0% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.3%-3.8pp | 69.6%+8.9pp |
| Annual return | 47.32% | 12.49%+34.8pp | 119.20%-71.9pp | 7.63%+39.7pp |
| Employer contribution / active EE | $1,997 | $3,014-33.7% | $4,628-56.8% | $2,381-16.1% |
| Participant deferral / active EE | $3,781 | $5,240-27.8% | $6,426-41.2% | $3,470+9.0% |
| Admin fee / account holder | $448 | $5,519-91.9% | $9,285-95.2% | $4,887-90.8% |