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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 | $87,912 | $51,604+70.4% | $129,295-32.0% | $80,874+8.7% |
| Participation rate | 76.3% | 57.0%+19.3pp | 69.6%+6.6pp | 67.6%+8.6pp |
| Annual return | 20.02% | 20.76%-0.7pp | 9429.28%-9409.3pp | 35.62%-15.6pp |
| Employer contribution / active EE | $1,065 | $1,585-32.8% | $4,157-74.4% | $2,756-61.3% |
| Participant deferral / active EE | $3,430 | $2,670+28.5% | $4,169-17.7% | $4,297-20.2% |
| Admin fee / account holder | $14,234 | $4,310+230.3% | $7,665+85.7% | $6,935+105.2% |