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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 | $70,712 | $85,766-17.6% | $136,295-48.1% | $70,131+0.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 18.98% | 31.45%-12.5pp | 5155.97%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,784 | $2,966-6.1% | $4,695-40.7% | $2,342+18.9% |
| Participant deferral / active EE | $5,546 | $5,051+9.8% | $6,247-11.2% | $3,332+66.5% |
| Admin fee / account holder | $25,147 | $5,420+363.9% | $9,243+172.0% | $4,645+441.3% |