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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 | $55,328 | $51,631+7.2% | $129,397-57.2% | $80,925-31.6% |
| Participation rate | 72.4% | 56.9%+15.5pp | 69.6%+2.8pp | 67.7%+4.8pp |
| Annual return | 14.13% | 20.77%-6.6pp | 9453.98%-9439.9pp | 35.65%-21.5pp |
| Employer contribution / active EE | $3,123 | $1,583+97.3% | $4,154-24.8% | $2,756+13.3% |
| Participant deferral / active EE | $2,972 | $2,670+11.3% | $4,167-28.7% | $4,299-30.9% |
| Admin fee / account holder | $8,529 | $4,309+97.9% | $7,679+11.1% | $6,940+22.9% |