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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 | $87,221 | $51,642+68.9% | $129,384-32.6% | $80,935+7.8% |
| Participation rate | 77.9% | 56.9%+21.0pp | 69.6%+8.3pp | 67.7%+10.3pp |
| Annual return | 13.14% | 20.78%-7.6pp | 9461.77%-9448.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,996 | $1,583+26.1% | $4,153-51.9% | $2,757-27.6% |
| Participant deferral / active EE | $4,933 | $2,670+84.8% | $4,166+18.4% | $4,299+14.7% |
| Admin fee / account holder | $12,489 | $4,312+189.7% | $7,686+62.5% | $6,924+80.4% |