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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 | $82,233 | $55,713+47.6% | $75,901+8.3% | $72,975+12.7% |
| Participation rate | 73.3% | 61.1%+12.2pp | 69.3%+4.1pp | 69.5%+3.8pp |
| Annual return | 19.66% | 27.60%-7.9pp | 30.76%-11.1pp | 81.01%-61.4pp |
| Employer contribution / active EE | $2,299 | $1,687+36.3% | $2,501-8.1% | $2,440-5.8% |
| Participant deferral / active EE | $3,827 | $2,634+45.3% | $3,603+6.2% | $3,608+6.1% |
| Admin fee / account holder | $17,004 | $3,980+327.2% | $5,420+213.7% | $5,124+231.8% |