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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 | $78,084 | $52,678+48.2% | $75,784+3.0% | $59,633+30.9% |
| Participation rate | 88.1% | 67.2%+20.9pp | 75.8%+12.3pp | 68.7%+19.4pp |
| Annual return | 1.63% | 2.95%-1.3pp | 9.68%-8.0pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $3,354 | $2,193+52.9% | $3,323+0.9% | $2,203+52.3% |
| Participant deferral / active EE | $2,529 | $2,591-2.4% | $3,652-30.7% | $3,192-20.8% |
| Admin fee / account holder | $571 | $3,610-84.2% | $5,300-89.2% | $4,297-86.7% |