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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 | $101,397 | $78,682+28.9% | $109,188-7.1% | $85,851+18.1% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 14.36% | 25.09%-10.7pp | 25.76%-11.4pp | 318.63%-304.3pp |
| Employer contribution / active EE | $1,525 | $2,734-44.2% | $3,723-59.0% | $2,565-40.6% |
| Participant deferral / active EE | $4,268 | $3,468+23.1% | $4,654-8.3% | $3,952+8.0% |
| Admin fee / account holder | $66,236 | $5,470+1111.0% | $6,755+880.5% | $6,261+957.9% |