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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 | $90,866 | $88,672+2.5% | $105,223-13.6% | $82,448+10.2% |
| Participation rate | 89.7% | 67.9%+21.8pp | 75.0%+14.7pp | 68.1%+21.7pp |
| Annual return | 13.70% | 30.86%-17.2pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $7,962 | $3,048+161.2% | $3,689+115.9% | $2,551+212.1% |
| Participant deferral / active EE | $1,923 | $4,036-52.3% | $5,072-62.1% | $4,139-53.5% |
| Admin fee / account holder | $20,201 | $7,146+182.7% | $8,859+128.0% | $7,234+179.2% |