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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 | $72,088 | $47,944+50.4% | $67,834+6.3% | $62,881+14.6% |
| Participation rate | 76.3% | 61.1%+15.2pp | 68.8%+7.5pp | 69.3%+7.0pp |
| Annual return | 14.84% | 11.77%+3.1pp | 138.47%-123.6pp | 20.14%-5.3pp |
| Employer contribution / active EE | $1,467 | $1,562-6.1% | $2,403-39.0% | $2,281-35.7% |
| Participant deferral / active EE | $2,976 | $2,247+32.4% | $3,160-5.8% | $3,203-7.1% |
| Admin fee / account holder | $10,985 | $3,712+195.9% | $4,622+137.7% | $4,296+155.7% |