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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 | $62,976 | $44,984+40.0% | $85,009-25.9% | $74,546-15.5% |
| Participation rate | 78.4% | 49.4%+29.0pp | 67.5%+10.9pp | 67.2%+11.2pp |
| Annual return | 17.99% | 26.25%-8.3pp | 66.47%-48.5pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $2,479 | $1,458+70.0% | $2,728-9.1% | $2,624-5.5% |
| Participant deferral / active EE | $11,026 | $2,733+303.4% | $4,522+143.8% | $4,347+153.6% |
| Admin fee / account holder | $5,072 | $2,208+129.7% | $6,153-17.6% | $1,944+160.9% |