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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 | $58,793 | $57,541+2.2% | $95,740-38.6% | $75,173-21.8% |
| Participation rate | 77.8% | 62.5%+15.3pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 16.81% | 34.93%-18.1pp | 28.41%-11.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,866 | $1,808+58.6% | $2,836+1.1% | $2,671+7.3% |
| Participant deferral / active EE | $6,109 | $3,074+98.7% | $4,244+43.9% | $4,126+48.0% |
| Admin fee / account holder | $12,713 | $4,099+210.2% | $5,676+124.0% | $5,651+125.0% |