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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 | $75,729 | $48,337+56.7% | $67,560+12.1% | $80,959-6.5% |
| Participation rate | 82.4% | 66.4%+15.9pp | 72.9%+9.4pp | 67.7%+14.7pp |
| Annual return | 11.54% | 18.26%-6.7pp | 3533.50%-3522.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,052 | $2,023+1.5% | $2,737-25.0% | $2,757-25.6% |
| Participant deferral / active EE | $2,052 | $2,928-29.9% | $4,004-48.8% | $4,300-52.3% |
| Admin fee / account holder | $4,585 | $3,695+24.1% | $3,994+14.8% | $6,925-33.8% |