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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 | $84,591 | $58,311+45.1% | $81,882+3.3% | $80,959+4.5% |
| Participation rate | 73.7% | 63.5%+10.2pp | 72.4%+1.3pp | 67.7%+6.0pp |
| Annual return | 17.42% | 41.85%-24.4pp | 779.47%-762.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $4,016 | $2,347+71.1% | $2,916+37.7% | $2,757+45.6% |
| Participant deferral / active EE | $8,626 | $3,287+162.4% | $4,323+99.5% | $4,300+100.6% |
| Admin fee / account holder | $1,686 | $4,752-64.5% | $7,360-77.1% | $6,925-75.6% |