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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 | $86,281 | $98,766-12.6% | $149,730-42.4% | $79,852+8.1% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 19.72% | 27.43%-7.7pp | 276.70%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $2,019 | $3,217-37.3% | $4,645-56.5% | $2,471-18.3% |
| Participant deferral / active EE | $9,204 | $5,681+62.0% | $6,843+34.5% | $3,740+146.1% |
| Admin fee / account holder | $7,093 | $6,052+17.2% | $9,310-23.8% | $5,306+33.7% |