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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 | $30,445 | $89,370-65.9% | $141,197-78.4% | $72,976-58.3% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 19.99% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $1,535 | $3,115-50.7% | $4,736-67.6% | $2,440-37.1% |
| Participant deferral / active EE | $4,917 | $5,419-9.3% | $6,710-26.7% | $3,608+36.3% |
| Admin fee / account holder | $1,835 | $5,957-69.2% | $10,265-82.1% | $5,124-64.2% |