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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 | $72,950 | $49,896+46.2% | $80,627-9.5% | $75,173-3.0% |
| Participation rate | 70.6% | 55.3%+15.3pp | 67.0%+3.6pp | 67.2%+3.4pp |
| Annual return | 17.80% | 34.67%-16.9pp | 936.76%-919.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,104 | $1,699+23.8% | $2,723-22.7% | $2,671-21.2% |
| Participant deferral / active EE | $4,133 | $2,992+38.1% | $4,443-7.0% | $4,126+0.2% |
| Admin fee / account holder | $2,024 | $3,578-43.4% | $5,381-62.4% | $5,651-64.2% |