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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 | $77,167 | $53,837+43.3% | $75,717+1.9% | $85,856-10.1% |
| Participation rate | 92.2% | 69.1%+23.1pp | 74.8%+17.3pp | 69.3%+22.8pp |
| Annual return | 25.79% | 24.54%+1.3pp | 104.58%-78.8pp | 318.58%-292.8pp |
| Employer contribution / active EE | $7,882 | $2,017+290.7% | $2,743+187.4% | $2,565+207.3% |
| Participant deferral / active EE | $1,526 | $2,895-47.3% | $3,821-60.1% | $3,952-61.4% |
| Admin fee / account holder | $38,816 | $3,341+1061.7% | $3,619+972.5% | $6,261+520.0% |