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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 | $84,900 | $77,638+9.4% | $156,551-45.8% | $62,881+35.0% |
| Participation rate | 75.4% | 71.2%+4.2pp | 84.0%-8.6pp | 69.3%+6.1pp |
| Annual return | 8.34% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,113 | $3,444-9.6% | $5,501-43.4% | $2,281+36.5% |
| Participant deferral / active EE | $6,001 | $3,046+97.0% | $4,871+23.2% | $3,203+87.4% |
| Admin fee / account holder | $32,558 | $5,561+485.4% | $13,028+149.9% | $4,296+657.9% |