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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 | $128,163 | $99,652+28.6% | $78,778+62.7% | $147,585-13.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 19.97% | 47.28%-27.3pp | 35.62%-15.7pp | 578.57%-558.6pp |
| Employer contribution / active EE | $2,781 | $2,796-0.5% | $1,986+40.1% | $4,876-43.0% |
| Participant deferral / active EE | $4,277 | $3,664+16.7% | $2,958+44.6% | $5,439-21.4% |
| Admin fee / account holder | $41,278 | $7,155+476.9% | $5,134+704.0% | $10,885+279.2% |