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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 | $64,501 | $57,305+12.6% | $86,640-25.6% | $75,173-14.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 17.52% | 2674.24%-2656.7pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,076 | $2,316-53.6% | $3,024-64.4% | $2,671-59.7% |
| Participant deferral / active EE | $5,208 | $3,320+56.9% | $4,438+17.4% | $4,126+26.2% |
| Admin fee / account holder | $6,155 | $4,116+49.5% | $5,616+9.6% | $5,651+8.9% |