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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 | $100,203-17.5% | $85,240-3.0% | $145,897-43.3% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 14.19% | 84.28%-70.1pp | 66.75%-52.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,578 | $3,242-20.5% | $2,735-5.8% | $4,663-44.7% |
| Participant deferral / active EE | $9,939 | $5,299+87.6% | $4,527+119.5% | $6,689+48.6% |
| Admin fee / account holder | $19,917 | $7,265+174.1% | $6,165+223.1% | $13,390+48.7% |