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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 | $59,995 | $58,726+2.2% | $142,898-58.0% | $85,851-30.1% |
| Participation rate | 86.8% | 58.5%+28.4pp | 72.0%+14.9pp | 69.3%+17.5pp |
| Annual return | 13.25% | 27.73%-14.5pp | 5639.64%-5626.4pp | 318.63%-305.4pp |
| Employer contribution / active EE | $1,907 | $1,424+34.0% | $4,146-54.0% | $2,565-25.7% |
| Participant deferral / active EE | $2,873 | $2,609+10.1% | $3,838-25.2% | $3,952-27.3% |
| Admin fee / account holder | $3,349 | $4,234-20.9% | $6,560-48.9% | $6,261-46.5% |