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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 | $86,922 | $45,041+93.0% | $63,003+38.0% | $70,131+23.9% |
| Participation rate | 83.3% | 69.5%+13.8pp | 74.8%+8.5pp | 69.5%+13.8pp |
| Annual return | 11.50% | 18.76%-7.3pp | 87.59%-76.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,802 | $2,052-12.2% | $2,760-34.7% | $2,342-23.1% |
| Participant deferral / active EE | $1,433 | $2,465-41.9% | $3,329-57.0% | $3,332-57.0% |
| Admin fee / account holder | $12,167 | $2,836+329.1% | $3,600+237.9% | $4,645+161.9% |