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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 | $87,311 | $48,337+80.6% | $67,560+29.2% | $80,959+7.8% |
| Participation rate | 82.6% | 66.4%+16.2pp | 72.9%+9.7pp | 67.7%+14.9pp |
| Annual return | 19.07% | 18.26%+0.8pp | 3533.50%-3514.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,045 | $2,023-48.4% | $2,737-61.8% | $2,757-62.1% |
| Participant deferral / active EE | $1,219 | $2,928-58.4% | $4,004-69.6% | $4,300-71.6% |
| Admin fee / account holder | $4,562 | $3,695+23.4% | $3,994+14.2% | $6,925-34.1% |