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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 | $76,045 | $58,714+29.5% | $142,874-46.8% | $85,856-11.4% |
| Participation rate | 79.3% | 58.5%+20.8pp | 72.0%+7.4pp | 69.3%+10.0pp |
| Annual return | 13.80% | 27.73%-13.9pp | 5638.58%-5624.8pp | 318.58%-304.8pp |
| Employer contribution / active EE | $1,359 | $1,423-4.5% | $4,145-67.2% | $2,565-47.0% |
| Participant deferral / active EE | $3,561 | $2,608+36.5% | $3,838-7.2% | $3,952-9.9% |
| Admin fee / account holder | $3,280 | $4,241-22.7% | $6,561-50.0% | $6,261-47.6% |