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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 | $81,108 | $45,566+78.0% | $64,105+26.5% | $59,633+36.0% |
| Participation rate | 85.2% | 60.2%+25.0pp | 68.2%+17.0pp | 68.7%+16.5pp |
| Annual return | 13.68% | 4.95%+8.7pp | 791.24%-777.6pp | 2041.40%-2027.7pp |
| Employer contribution / active EE | $1,104 | $934+18.2% | $1,820-39.3% | $2,203-49.9% |
| Participant deferral / active EE | $2,338 | $2,057+13.7% | $2,822-17.1% | $3,192-26.7% |
| Admin fee / account holder | $18,439 | $3,268+464.3% | $4,499+309.8% | $4,297+329.1% |