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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 | $65,693 | $117,846-44.3% | $102,434-35.9% | $145,884-55.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.42% | 31.90%-17.5pp | 29.46%-15.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,849 | $3,615-48.8% | $3,023-38.8% | $4,662-60.3% |
| Participant deferral / active EE | $2,629 | $5,733-54.2% | $5,055-48.0% | $6,690-60.7% |
| Admin fee / account holder | $23,123 | $13,356+73.1% | $9,462+144.4% | $13,392+72.7% |