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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 | $75,135 | $48,364+55.4% | $71,796+4.7% | $62,881+19.5% |
| Participation rate | 94.2% | 60.6%+33.6pp | 69.1%+25.1pp | 69.3%+24.9pp |
| Annual return | 5.68% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,068 | $1,042+2.5% | $1,924-44.5% | $2,281-53.2% |
| Participant deferral / active EE | $3,940 | $2,091+88.4% | $2,794+41.0% | $3,203+23.0% |
| Admin fee / account holder | $2,260 | $3,771-40.1% | $4,815-53.1% | $4,296-47.4% |