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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 | $51,638+70.2% | $129,406-32.1% | $80,959+8.6% |
| Participation rate | 76.3% | 56.9%+19.3pp | 69.6%+6.6pp | 67.7%+8.6pp |
| Annual return | 20.02% | 20.78%-0.8pp | 9468.18%-9448.2pp | 35.67%-15.7pp |
| Employer contribution / active EE | $1,065 | $1,584-32.7% | $4,155-74.4% | $2,757-61.4% |
| Participant deferral / active EE | $3,430 | $2,670+28.5% | $4,167-17.7% | $4,300-20.2% |
| Admin fee / account holder | $14,234 | $4,313+230.0% | $7,689+85.1% | $6,925+105.5% |