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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 | $73,233 | $48,076+52.3% | $78,690-6.9% | $62,891+16.4% |
| Participation rate | 82.1% | 65.2%+16.9pp | 73.6%+8.6pp | 69.3%+12.8pp |
| Annual return | 29.56% | 31.35%-1.8pp | 62.18%-32.6pp | 20.14%+9.4pp |
| Employer contribution / active EE | $1,863 | $2,015-7.6% | $2,851-34.7% | $2,281-18.3% |
| Participant deferral / active EE | $3,046 | $2,588+17.7% | $3,517-13.4% | $3,203-4.9% |
| Admin fee / account holder | $17,996 | $3,207+461.1% | $4,511+299.0% | $4,296+318.9% |