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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 | $85,857 | $65,367+31.3% | $92,915-7.6% | $72,976+17.7% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 20.17% | 42.11%-21.9pp | 109.45%-89.3pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,820 | $2,594-29.8% | $3,653-50.2% | $2,440-25.4% |
| Participant deferral / active EE | $3,098 | $3,128-1.0% | $4,238-26.9% | $3,608-14.1% |
| Admin fee / account holder | $15,020 | $4,251+253.3% | $5,796+159.2% | $5,124+193.1% |