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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 | $70,465 | $48,327+45.8% | $67,575+4.3% | $80,935-12.9% |
| Participation rate | 75.6% | 66.4%+9.2pp | 72.9%+2.7pp | 67.7%+7.9pp |
| Annual return | 15.87% | 18.31%-2.4pp | 3528.98%-3513.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,206 | $2,022+9.1% | $2,736-19.4% | $2,757-20.0% |
| Participant deferral / active EE | $10,004 | $2,927+241.7% | $4,003+149.9% | $4,299+132.7% |
| Admin fee / account holder | $1,782 | $3,692-51.7% | $3,993-55.4% | $6,924-74.3% |