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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 | $82,619 | $37,156+122.4% | $83,854-1.5% | $86,983-5.0% |
| Participation rate | 84.8% | 49.1%+35.8pp | 59.1%+25.7pp | 69.5%+15.3pp |
| Annual return | 16.25% | 29.88%-13.6pp | 31.39%-15.1pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,967 | $661+349.0% | $1,017+191.7% | $2,584+14.8% |
| Participant deferral / active EE | $1,962 | $1,418+38.4% | $2,035-3.6% | $4,194-53.2% |
| Admin fee / account holder | $4,424 | $2,510+76.3% | $3,197+38.4% | $7,856-43.7% |