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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 | $47,479+83.9% | $62,929+38.8% | $82,448+5.9% |
| Participation rate | 71.4% | 66.9%+4.6pp | 73.1%-1.7pp | 68.1%+3.4pp |
| Annual return | 12.55% | 20.34%-7.8pp | 1063.93%-1051.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,940 | $1,885+2.9% | $2,505-22.5% | $2,551-24.0% |
| Participant deferral / active EE | $4,094 | $2,870+42.6% | $3,888+5.3% | $4,139-1.1% |
| Admin fee / account holder | $24,361 | $3,804+540.5% | $5,065+381.0% | $7,234+236.7% |