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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 | $62,020 | $52,279+18.6% | $89,400-30.6% | $79,858-22.3% |
| Participation rate | 91.4% | 57.5%+33.9pp | 68.0%+23.4pp | 69.6%+21.8pp |
| Annual return | 13.89% | 22.16%-8.3pp | 245.64%-231.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,848 | $1,572+17.6% | $2,586-28.5% | $2,471-25.2% |
| Participant deferral / active EE | $4,429 | $2,740+61.6% | $3,890+13.8% | $3,740+18.4% |
| Admin fee / account holder | $500 | $3,356-85.1% | $4,882-89.8% | $5,306-90.6% |