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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 | $77,235 | $57,590+34.1% | $86,233-10.4% | $82,448-6.3% |
| Participation rate | 70.4% | 57.9%+12.5pp | 69.0%+1.4pp | 68.1%+2.3pp |
| Annual return | 54.47% | 22.41%+32.1pp | 61.39%-6.9pp | 41.64%+12.8pp |
| Employer contribution / active EE | $1,093 | $1,655-34.0% | $2,504-56.4% | $2,551-57.2% |
| Participant deferral / active EE | $2,826 | $3,080-8.2% | $4,559-38.0% | $4,139-31.7% |
| Admin fee / account holder | $7,928 | $4,730+67.6% | $8,342-5.0% | $7,234+9.6% |