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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 | $108,800 | $117,859-7.7% | $102,438+6.2% | $145,959-25.5% |
| Participation rate | 95.7% | 78.6%+17.1pp | 76.5%+19.2pp | 80.3%+15.4pp |
| Annual return | 11.79% | 31.72%-19.9pp | 29.37%-17.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,602 | $3,615-55.7% | $3,024-47.0% | $4,661-65.6% |
| Participant deferral / active EE | $7,970 | $5,732+39.0% | $5,054+57.7% | $6,689+19.2% |
| Admin fee / account holder | $21,283 | $13,318+59.8% | $9,448+125.3% | $13,398+58.9% |