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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 | $72,481 | $43,730+65.7% | $121,220-40.2% | $64,173+12.9% |
| Participation rate | 97.2% | 58.3%+38.9pp | 71.8%+25.5pp | 69.6%+27.7pp |
| Annual return | 11.64% | 68.94%-57.3pp | 16.94%-5.3pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,835 | $1,297+41.5% | $4,023-54.4% | $2,381-22.9% |
| Participant deferral / active EE | $2,259 | $2,281-1.0% | $3,345-32.5% | $3,470-34.9% |
| Admin fee / account holder | $1,691 | $3,502-51.7% | $5,021-66.3% | $4,887-65.4% |