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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 | $101,649 | $48,364+110.2% | $71,796+41.6% | $62,881+61.7% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 7.84% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $412 | $1,042-60.4% | $1,924-78.6% | $2,281-81.9% |
| Participant deferral / active EE | $3,669 | $2,091+75.4% | $2,794+31.3% | $3,203+14.5% |
| Admin fee / account holder | $13,003 | $3,771+244.8% | $4,815+170.1% | $4,296+202.7% |