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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 | $84,552 | $85,171-0.7% | $172,753-51.1% | $72,976+15.9% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+12.0pp |
| Annual return | 22.14% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $3,288 | $3,324-1.1% | $5,144-36.1% | $2,440+34.7% |
| Participant deferral / active EE | $3,263 | $3,260+0.1% | $5,198-37.2% | $3,608-9.6% |
| Admin fee / account holder | $10,649 | $5,880+81.1% | $13,956-23.7% | $5,124+107.8% |