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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 | $63,230 | $57,352+10.2% | $83,830-24.6% | $64,173-1.5% |
| Participation rate | 90.4% | 68.6%+21.8pp | 76.1%+14.2pp | 69.6%+20.8pp |
| Annual return | 8.17% | 11.38%-3.2pp | 850.97%-842.8pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,328 | $2,546-47.8% | $3,631-63.4% | $2,381-44.2% |
| Participant deferral / active EE | $2,520 | $2,993-15.8% | $4,082-38.3% | $3,470-27.4% |
| Admin fee / account holder | $6,506 | $4,046+60.8% | $5,479+18.8% | $4,887+33.1% |