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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 | $92,028 | $51,638+78.2% | $68,368+34.6% | $82,448+11.6% |
| Participation rate | 74.2% | 63.6%+10.6pp | 73.8%+0.4pp | 68.1%+6.1pp |
| Annual return | 14.03% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,523 | $2,047-25.6% | $2,649-42.5% | $2,551-40.3% |
| Participant deferral / active EE | $3,850 | $2,914+32.1% | $4,123-6.6% | $4,139-7.0% |
| Admin fee / account holder | $752 | $4,643-83.8% | $5,150-85.4% | $7,234-89.6% |