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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 | $75,987 | $62,549+21.5% | $85,705-11.3% | $85,851-11.5% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.9%+19.9pp | 69.3%+20.4pp |
| Annual return | 13.53% | 23.77%-10.2pp | 21.49%-8.0pp | 318.63%-305.1pp |
| Employer contribution / active EE | $2,885 | $1,755+64.3% | $2,619+10.2% | $2,565+12.4% |
| Participant deferral / active EE | $3,004 | $2,802+7.2% | $3,924-23.4% | $3,952-24.0% |
| Admin fee / account holder | $12,984 | $4,644+179.6% | $6,877+88.8% | $6,261+107.4% |