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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 | $94,714 | $162,529-41.7% | $130,788-27.6% | $154,746-38.8% |
| Participation rate | 92.3% | 75.9%+16.4pp | 70.1%+22.2pp | 80.7%+11.6pp |
| Annual return | 13.66% | 510.48%-496.8pp | 386.44%-372.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,156 | $4,447-29.0% | $3,558-11.3% | $4,379-27.9% |
| Participant deferral / active EE | $9,608 | $4,808+99.8% | $4,137+132.2% | $6,730+42.8% |
| Admin fee / account holder | $43,025 | $7,669+461.0% | $6,673+544.8% | $14,365+199.5% |