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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 | $66,162 | $37,446+76.7% | $77,552-14.7% | $79,856-17.1% |
| Participation rate | 82.2% | 41.5%+40.7pp | 54.2%+28.0pp | 69.6%+12.6pp |
| Annual return | 20.45% | 39.76%-19.3pp | 54.82%-34.4pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,979 | $637+210.6% | $987+100.6% | $2,471-19.9% |
| Participant deferral / active EE | $4,004 | $1,261+217.6% | $1,861+115.2% | $3,741+7.0% |
| Admin fee / account holder | $3,428 | $2,506+36.8% | $2,859+19.9% | $5,306-35.4% |