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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 | $81,025 | $88,186-8.1% | $165,071-50.9% | $74,459+8.8% |
| Participation rate | 84.0% | 73.1%+10.9pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 12.93% | 17.13%-4.2pp | 70.17%-57.2pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $2,644 | $2,600+1.7% | $4,347-39.2% | $2,626+0.7% |
| Participant deferral / active EE | $5,938 | $4,505+31.8% | $6,035-1.6% | $4,350+36.5% |
| Admin fee / account holder | $17,897 | $2,234+701.1% | $12,695+41.0% | $1,945+820.2% |