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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 | $78,110 | $48,314+61.7% | $67,561+15.6% | $80,925-3.5% |
| Participation rate | 82.8% | 66.4%+16.4pp | 72.9%+9.9pp | 67.7%+15.1pp |
| Annual return | 15.42% | 18.28%-2.9pp | 3525.44%-3510.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,244 | $2,022-38.5% | $2,735-54.5% | $2,756-54.9% |
| Participant deferral / active EE | $3,209 | $2,927+9.7% | $4,003-19.8% | $4,299-25.3% |
| Admin fee / account holder | $14,093 | $3,690+282.0% | $4,006+251.8% | $6,940+103.1% |