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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 | $65,220 | $48,050+35.7% | $96,754-32.6% | $64,340+1.4% |
| Participation rate | 77.5% | 40.6%+36.9pp | 70.3%+7.2pp | 55.2%+22.2pp |
| Annual return | 15.84% | 23.41%-7.6pp | 82.04%-66.2pp | 24.14%-8.3pp |
| Employer contribution / active EE | $3,337 | $1,204+177.2% | $2,679+24.6% | $1,862+79.3% |
| Participant deferral / active EE | $8,529 | $2,191+289.3% | $4,758+79.3% | $2,980+186.2% |
| Admin fee / account holder | $11,673 | $3,741+212.0% | $8,905+31.1% | $3,703+215.3% |