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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 | $47,528 | $98,766-51.9% | $149,730-68.3% | $79,852-40.5% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.1pp |
| Annual return | 21.09% | 27.43%-6.3pp | 276.70%-255.6pp | 31.72%-10.6pp |
| Employer contribution / active EE | $3,129 | $3,217-2.7% | $4,645-32.6% | $2,471+26.6% |
| Participant deferral / active EE | $6,521 | $5,681+14.8% | $6,843-4.7% | $3,740+74.3% |
| Admin fee / account holder | $1,189 | $6,052-80.4% | $9,310-87.2% | $5,306-77.6% |