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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 | $82,916 | $45,126+83.7% | $85,187-2.7% | $74,459+11.4% |
| Participation rate | 74.8% | 49.4%+25.5pp | 67.5%+7.3pp | 67.2%+7.6pp |
| Annual return | 17.07% | 26.30%-9.2pp | 66.67%-49.6pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $2,378 | $1,460+62.9% | $2,732-13.0% | $2,626-9.4% |
| Participant deferral / active EE | $6,562 | $2,738+139.6% | $4,525+45.0% | $4,350+50.9% |
| Admin fee / account holder | $4,067 | $2,212+83.9% | $6,162-34.0% | $1,945+109.1% |