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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 | $120,009 | $48,337+148.3% | $67,560+77.6% | $80,959+48.2% |
| Participation rate | 79.6% | 66.4%+13.2pp | 72.9%+6.7pp | 67.7%+12.0pp |
| Annual return | 12.82% | 18.26%-5.4pp | 3533.50%-3520.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,733 | $2,023-14.3% | $2,737-36.7% | $2,757-37.1% |
| Participant deferral / active EE | $6,095 | $2,928+108.2% | $4,004+52.2% | $4,300+41.7% |
| Admin fee / account holder | $33,036 | $3,695+793.9% | $3,994+727.1% | $6,925+377.0% |