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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 | $58,040 | $65,395-11.2% | $182,531-68.2% | $72,983-20.5% |
| Participation rate | 89.3% | 65.4%+23.8pp | 78.0%+11.3pp | 69.5%+19.8pp |
| Annual return | 43.05% | 27.68%+15.4pp | 148.57%-105.5pp | 81.01%-38.0pp |
| Employer contribution / active EE | $2,616 | $1,911+36.9% | $4,075-35.8% | $2,440+7.2% |
| Participant deferral / active EE | $3,689 | $3,563+3.6% | $5,525-33.2% | $3,608+2.3% |
| Admin fee / account holder | $2,284 | $4,245-46.2% | $8,593-73.4% | $5,124-55.4% |