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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 | $76,054 | $29,716+155.9% | $56,077+35.6% | $80,925-6.0% |
| Participation rate | 83.6% | 41.7%+41.9pp | 52.5%+31.1pp | 67.7%+15.9pp |
| Annual return | 18.06% | 35.30%-17.2pp | 1709.28%-1691.2pp | 35.65%-17.6pp |
| Employer contribution / active EE | $2,572 | $671+283.3% | $1,040+147.2% | $2,756-6.7% |
| Participant deferral / active EE | $4,303 | $1,228+250.3% | $1,954+120.2% | $4,299+0.1% |
| Admin fee / account holder | $1,706 | $2,432-29.9% | $2,825-39.6% | $6,940-75.4% |