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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 | $50,196 | $98,776-49.2% | $149,745-66.5% | $79,856-37.1% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 19.30% | 27.38%-8.1pp | 276.72%-257.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,131 | $3,217-33.8% | $4,646-54.1% | $2,471-13.8% |
| Participant deferral / active EE | $4,642 | $5,681-18.3% | $6,843-32.2% | $3,741+24.1% |
| Admin fee / account holder | $3,429 | $6,053-43.3% | $9,312-63.2% | $5,306-35.4% |