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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 | $123,590 | $62,672+97.2% | $185,117-33.2% | $70,126+76.2% |
| Participation rate | 72.4% | 63.8%+8.6pp | 77.3%-4.9pp | 69.5%+2.9pp |
| Annual return | 17.16% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,473 | $1,753+41.1% | $4,182-40.8% | $2,343+5.6% |
| Participant deferral / active EE | $7,071 | $3,272+116.1% | $5,045+40.2% | $3,332+112.2% |
| Admin fee / account holder | $636 | $3,932-83.8% | $8,159-92.2% | $4,645-86.3% |