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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 | $49,186 | $98,766-50.2% | $149,730-67.2% | $79,852-38.4% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.6%+8.5pp |
| Annual return | 34.66% | 27.43%+7.2pp | 276.70%-242.0pp | 31.72%+2.9pp |
| Employer contribution / active EE | $1,069 | $3,217-66.8% | $4,645-77.0% | $2,471-56.7% |
| Participant deferral / active EE | $4,333 | $5,681-23.7% | $6,843-36.7% | $3,740+15.8% |
| Admin fee / account holder | $1,119 | $6,052-81.5% | $9,310-88.0% | $5,306-78.9% |