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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 | $105,263 | $47,479+121.7% | $62,929+67.3% | $82,448+27.7% |
| Participation rate | 76.7% | 66.9%+9.9pp | 73.1%+3.6pp | 68.1%+8.7pp |
| Annual return | 15.35% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $449 | $1,885-76.2% | $2,505-82.1% | $2,551-82.4% |
| Participant deferral / active EE | $3,757 | $2,870+30.9% | $3,888-3.4% | $4,139-9.2% |
| Admin fee / account holder | $1,411 | $3,804-62.9% | $5,065-72.1% | $7,234-80.5% |