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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 | $99,921-17.3% | $85,009-2.7% | $145,959-43.4% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 14.19% | 83.89%-69.7pp | 66.47%-52.3pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,578 | $3,233-20.3% | $2,728-5.5% | $4,661-44.7% |
| Participant deferral / active EE | $9,939 | $5,293+87.8% | $4,522+119.8% | $6,689+48.6% |
| Admin fee / account holder | $19,917 | $7,252+174.6% | $6,153+223.7% | $13,398+48.7% |