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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 | $60,855 | $51,642+17.8% | $129,384-53.0% | $80,935-24.8% |
| Participation rate | 77.4% | 56.9%+20.5pp | 69.6%+7.8pp | 67.7%+9.8pp |
| Annual return | 13.51% | 20.78%-7.3pp | 9461.77%-9448.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,905 | $1,583+83.5% | $4,153-30.0% | $2,757+5.4% |
| Participant deferral / active EE | $6,468 | $2,670+142.3% | $4,166+55.3% | $4,299+50.4% |
| Admin fee / account holder | $12,626 | $4,312+192.9% | $7,686+64.3% | $6,924+82.3% |