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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 | $80,414 | $56,134+43.3% | $96,171-16.4% | $85,847-6.3% |
| Participation rate | 92.0% | 56.7%+35.3pp | 68.4%+23.6pp | 69.3%+22.7pp |
| Annual return | 12.82% | 42.30%-29.5pp | 192.04%-179.2pp | 318.61%-305.8pp |
| Employer contribution / active EE | $343 | $1,620-78.8% | $2,799-87.7% | $2,565-86.6% |
| Participant deferral / active EE | $2,249 | $2,858-21.3% | $4,350-48.3% | $3,952-43.1% |
| Admin fee / account holder | $9,024 | $3,769+139.4% | $5,538+62.9% | $6,261+44.1% |