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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 | $117,895-7.7% | $102,460+6.2% | $145,897-25.4% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 11.79% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,602 | $3,619-55.7% | $3,025-47.0% | $4,663-65.6% |
| Participant deferral / active EE | $7,970 | $5,736+38.9% | $5,056+57.6% | $6,689+19.1% |
| Admin fee / account holder | $21,283 | $13,353+59.4% | $9,460+125.0% | $13,390+58.9% |