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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 | $74,541 | $89,367-16.6% | $141,191-47.2% | $72,975+2.1% |
| Participation rate | 71.0% | 75.1%-4.2pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 23.05% | 111.87%-88.8pp | 71.41%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,238 | $3,115-28.1% | $4,736-52.7% | $2,440-8.3% |
| Participant deferral / active EE | $3,150 | $5,419-41.9% | $6,710-53.1% | $3,608-12.7% |
| Admin fee / account holder | $26,254 | $5,957+340.8% | $10,264+155.8% | $5,124+412.4% |