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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 | $48,277+80.9% | $67,511+29.3% | $80,874+8.0% |
| Participation rate | 82.6% | 66.4%+16.2pp | 72.9%+9.7pp | 67.6%+15.0pp |
| Annual return | 19.07% | 18.27%+0.8pp | 3517.41%-3498.3pp | 35.62%-16.5pp |
| Employer contribution / active EE | $1,045 | $2,021-48.3% | $2,733-61.8% | $2,756-62.1% |
| Participant deferral / active EE | $1,219 | $2,926-58.3% | $4,000-69.5% | $4,297-71.6% |
| Admin fee / account holder | $4,562 | $3,687+23.7% | $3,999+14.1% | $6,935-34.2% |