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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 | $91,002 | $79,449+14.5% | $189,558-52.0% | $85,856+6.0% |
| Participation rate | 96.9% | 66.0%+30.9pp | 78.5%+18.4pp | 69.3%+27.6pp |
| Annual return | 13.58% | 18.45%-4.9pp | 64.19%-50.6pp | 318.58%-305.0pp |
| Employer contribution / active EE | $2,741 | $2,081+31.7% | $4,412-37.9% | $2,565+6.8% |
| Participant deferral / active EE | $4,049 | $4,051-0.1% | $6,174-34.4% | $3,952+2.5% |
| Admin fee / account holder | $10,194 | $5,377+89.6% | $9,809+3.9% | $6,261+62.8% |