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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 | $79,289 | $65,409+21.2% | $98,452-19.5% | $85,854-7.6% |
| Participation rate | 86.3% | 65.0%+21.3pp | 73.3%+12.9pp | 69.3%+17.0pp |
| Annual return | 13.29% | 21.76%-8.5pp | 1492.96%-1479.7pp | 318.56%-305.3pp |
| Employer contribution / active EE | $1,944 | $2,168-10.3% | $2,960-34.3% | $2,565-24.2% |
| Participant deferral / active EE | $3,707 | $3,166+17.1% | $4,276-13.3% | $3,952-6.2% |
| Admin fee / account holder | $26,664 | $4,593+480.6% | $5,948+348.3% | $6,260+325.9% |