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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 | $51,631+70.3% | $129,397-32.1% | $80,925+8.6% |
| Participation rate | 76.3% | 56.9%+19.3pp | 69.6%+6.6pp | 67.7%+8.6pp |
| Annual return | 20.02% | 20.77%-0.8pp | 9453.98%-9434.0pp | 35.65%-15.6pp |
| Employer contribution / active EE | $1,065 | $1,583-32.7% | $4,154-74.4% | $2,756-61.4% |
| Participant deferral / active EE | $3,430 | $2,670+28.5% | $4,167-17.7% | $4,299-20.2% |
| Admin fee / account holder | $14,234 | $4,309+230.3% | $7,679+85.4% | $6,940+105.1% |