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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 | $120,314 | $98,240+22.5% | $82,312+46.2% | $147,586-18.5% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 11.86% | 30.85%-19.0pp | 25.88%-14.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $1,851 | $3,192-42.0% | $2,428-23.8% | $4,876-62.0% |
| Participant deferral / active EE | $2,258 | $4,383-48.5% | $3,706-39.1% | $5,439-58.5% |
| Admin fee / account holder | $57,519 | $8,563+571.7% | $5,608+925.7% | $10,886+428.4% |