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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 | $48,308 | $102,385-52.8% | $147,080-67.2% | $80,935-40.3% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.8pp |
| Annual return | 17.33% | 135.09%-117.8pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $4,059 | $3,717+9.2% | $4,933-17.7% | $2,757+47.2% |
| Participant deferral / active EE | $8,100 | $6,651+21.8% | $8,066+0.4% | $4,299+88.4% |
| Admin fee / account holder | $1,179 | $7,951-85.2% | $12,989-90.9% | $6,924-83.0% |