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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 | $72,201 | $48,364+49.3% | $71,796+0.6% | $62,881+14.8% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 8.38% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,170 | $1,042+12.3% | $1,924-39.2% | $2,281-48.7% |
| Participant deferral / active EE | $1,532 | $2,091-26.8% | $2,794-45.2% | $3,203-52.2% |
| Admin fee / account holder | $1,530 | $3,771-59.4% | $4,815-68.2% | $4,296-64.4% |