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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 | $53,825 | $89,370-39.8% | $141,197-61.9% | $72,976-26.2% |
| Participation rate | 78.4% | 75.1%+3.2pp | 82.5%-4.1pp | 69.5%+8.9pp |
| Annual return | 21.49% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $2,528 | $3,115-18.8% | $4,736-46.6% | $2,440+3.6% |
| Participant deferral / active EE | $5,390 | $5,419-0.5% | $6,710-19.7% | $3,608+49.4% |
| Admin fee / account holder | $6,983 | $5,957+17.2% | $10,265-32.0% | $5,124+36.3% |