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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 | $82,679 | $100,073-17.4% | $85,126-2.9% | $145,877-43.3% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 14.19% | 84.11%-69.9pp | 66.63%-52.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,578 | $3,236-20.3% | $2,731-5.6% | $4,663-44.7% |
| Participant deferral / active EE | $9,939 | $5,294+87.7% | $4,523+119.7% | $6,691+48.6% |
| Admin fee / account holder | $19,917 | $7,261+174.3% | $6,160+223.3% | $13,402+48.6% |