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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 | $71,114 | $123,412-42.4% | $69,460+2.4% | $145,978-51.3% |
| Participation rate | 95.8% | 69.2%+26.6pp | 66.4%+29.4pp | 80.3%+15.5pp |
| Annual return | 6.92% | 191.25%-184.3pp | 100.80%-93.9pp | 550.52%-543.6pp |
| Employer contribution / active EE | $1,985 | $2,684-26.0% | $1,714+15.8% | $4,662-57.4% |
| Participant deferral / active EE | $4,172 | $4,240-1.6% | $2,890+44.4% | $6,690-37.6% |
| Admin fee / account holder | $5,987 | $7,816-23.4% | $4,695+27.5% | $13,400-55.3% |