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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 | $83,237 | $51,638+61.2% | $68,368+21.7% | $82,448+1.0% |
| Participation rate | 98.8% | 63.6%+35.2pp | 73.8%+25.0pp | 68.1%+30.7pp |
| Annual return | 13.66% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,902 | $2,047-7.0% | $2,649-28.2% | $2,551-25.4% |
| Participant deferral / active EE | $3,509 | $2,914+20.4% | $4,123-14.9% | $4,139-15.2% |
| Admin fee / account holder | $2,372 | $4,643-48.9% | $5,150-53.9% | $7,234-67.2% |