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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 | $68,286 | $48,364+41.2% | $71,796-4.9% | $62,881+8.6% |
| Participation rate | 81.0% | 60.6%+20.3pp | 69.1%+11.8pp | 69.3%+11.6pp |
| Annual return | 5.74% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,463 | $1,042+40.4% | $1,924-24.0% | $2,281-35.8% |
| Participant deferral / active EE | $3,366 | $2,091+61.0% | $2,794+20.5% | $3,203+5.1% |
| Admin fee / account holder | $12,142 | $3,771+222.0% | $4,815+152.2% | $4,296+182.7% |