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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 | $93,074 | $101,063-7.9% | $81,473+14.2% | $147,586-36.9% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 19.72% | 32.41%-12.7pp | 38.78%-19.1pp | 578.59%-558.9pp |
| Employer contribution / active EE | $3,210 | $3,206+0.1% | $2,568+25.0% | $4,876-34.2% |
| Participant deferral / active EE | $7,587 | $4,242+78.8% | $3,537+114.5% | $5,439+39.5% |
| Admin fee / account holder | $27,930 | $5,812+380.5% | $4,561+512.3% | $10,886+156.6% |