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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 | $29,736+155.8% | $56,033+35.7% | $80,935-6.0% |
| Participation rate | 83.6% | 41.7%+41.9pp | 52.5%+31.1pp | 67.7%+15.9pp |
| Annual return | 18.06% | 35.28%-17.2pp | 1711.38%-1693.3pp | 35.66%-17.6pp |
| Employer contribution / active EE | $2,572 | $671+283.1% | $1,041+147.1% | $2,757-6.7% |
| Participant deferral / active EE | $4,303 | $1,228+250.3% | $1,954+120.2% | $4,299+0.1% |
| Admin fee / account holder | $1,706 | $2,434-29.9% | $2,827-39.7% | $6,924-75.4% |