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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 | $87,332 | $55,457+57.5% | $77,361+12.9% | $94,015-7.1% |
| Participation rate | 71.4% | 69.8%+1.6pp | 75.0%-3.5pp | 70.8%+0.6pp |
| Annual return | 12.55% | 15.57%-3.0pp | 1011.54%-999.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $1,940 | $2,255-14.0% | $2,990-35.1% | $2,790-30.5% |
| Participant deferral / active EE | $4,094 | $3,069+33.4% | $3,911+4.7% | $4,249-3.7% |
| Admin fee / account holder | $24,361 | $4,334+462.1% | $5,894+313.4% | $8,951+172.2% |