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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 | $45,123+39.6% | $85,240-26.1% | $74,478-15.4% |
| Participation rate | 78.4% | 49.4%+29.1pp | 67.5%+10.9pp | 67.2%+11.2pp |
| Annual return | 17.99% | 26.32%-8.3pp | 66.75%-48.8pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $2,479 | $1,459+69.9% | $2,735-9.4% | $2,626-5.6% |
| Participant deferral / active EE | $11,026 | $2,736+302.9% | $4,527+143.5% | $4,350+153.4% |
| Admin fee / account holder | $5,072 | $2,215+129.0% | $6,165-17.7% | $1,946+160.6% |