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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 | $73,845 | $54,541+35.4% | $78,778-6.3% | $70,126+5.3% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 12.52% | 21.07%-8.6pp | 35.62%-23.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,958 | $1,089+79.9% | $1,986-1.4% | $2,343-16.4% |
| Participant deferral / active EE | $2,627 | $2,210+18.9% | $2,958-11.2% | $3,332-21.2% |
| Admin fee / account holder | $53,030 | $3,709+1329.9% | $5,134+933.0% | $4,645+1041.5% |