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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 | $87,499 | $54,541+60.4% | $78,778+11.1% | $70,126+24.8% |
| Participation rate | 91.9% | 60.8%+31.1pp | 69.2%+22.7pp | 69.5%+22.4pp |
| Annual return | 15.42% | 21.07%-5.6pp | 35.62%-20.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,329 | $1,089+22.1% | $1,986-33.1% | $2,343-43.3% |
| Participant deferral / active EE | $3,180 | $2,210+43.9% | $2,958+7.5% | $3,332-4.5% |
| Admin fee / account holder | $28,025 | $3,709+655.7% | $5,134+445.9% | $4,645+503.3% |