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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 | $67,208 | $62,672+7.2% | $185,117-63.7% | $70,126-4.2% |
| Participation rate | 83.3% | 63.8%+19.6pp | 77.3%+6.1pp | 69.5%+13.8pp |
| Annual return | 21.10% | 40.79%-19.7pp | 40.50%-19.4pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,991 | $1,753+13.6% | $4,182-52.4% | $2,343-15.0% |
| Participant deferral / active EE | $4,821 | $3,272+47.4% | $5,045-4.4% | $3,332+44.7% |
| Admin fee / account holder | $16,805 | $3,932+327.4% | $8,159+106.0% | $4,645+261.7% |