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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 | $93,687 | $62,672+49.5% | $185,117-49.4% | $70,126+33.6% |
| Participation rate | 80.0% | 63.8%+16.2pp | 77.3%+2.7pp | 69.5%+10.5pp |
| Annual return | 13.44% | 40.79%-27.4pp | 40.50%-27.1pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,703 | $1,753+54.2% | $4,182-35.4% | $2,343+15.4% |
| Participant deferral / active EE | $4,222 | $3,272+29.1% | $5,045-16.3% | $3,332+26.7% |
| Admin fee / account holder | $14,653 | $3,932+272.7% | $8,159+79.6% | $4,645+215.4% |