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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 | $81,025 | $88,137-8.1% | $164,975-50.9% | $74,429+8.9% |
| Participation rate | 84.0% | 73.1%+10.9pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 12.93% | 17.13%-4.2pp | 70.12%-57.2pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,644 | $2,597+1.8% | $4,343-39.1% | $2,625+0.7% |
| Participant deferral / active EE | $5,938 | $4,501+31.9% | $6,033-1.6% | $4,348+36.6% |
| Admin fee / account holder | $17,897 | $2,231+702.0% | $12,688+41.0% | $1,944+820.5% |