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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 | $168,092 | $51,642+225.5% | $129,384+29.9% | $80,935+107.7% |
| Participation rate | 76.5% | 56.9%+19.6pp | 69.6%+6.8pp | 67.7%+8.8pp |
| Annual return | 13.34% | 20.78%-7.4pp | 9461.77%-9448.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,840 | $1,583+79.4% | $4,153-31.6% | $2,757+3.0% |
| Participant deferral / active EE | $3,594 | $2,670+34.6% | $4,166-13.7% | $4,299-16.4% |
| Admin fee / account holder | $2,859 | $4,312-33.7% | $7,686-62.8% | $6,924-58.7% |