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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 | $90,698 | $107,015-15.2% | $73,545+23.3% | $147,585-38.5% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 12.11% | 38.25%-26.1pp | -15.16%+27.3pp | 578.58%-566.5pp |
| Employer contribution / active EE | $2,947 | $1,760+67.5% | $1,219+141.8% | $4,876-39.6% |
| Participant deferral / active EE | $6,177 | $2,462+150.9% | $1,806+242.0% | $5,439+13.6% |
| Admin fee / account holder | $37,468 | $3,055+1126.4% | $2,320+1515.2% | $10,886+244.2% |