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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 | $74,173 | $100,073-25.9% | $85,126-12.9% | $145,877-49.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 16.84% | 84.11%-67.3pp | 66.63%-49.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $4,386 | $3,236+35.5% | $2,731+60.6% | $4,663-6.0% |
| Participant deferral / active EE | $2,788 | $5,294-47.3% | $4,523-38.4% | $6,691-58.3% |
| Admin fee / account holder | $519 | $7,261-92.9% | $6,160-91.6% | $13,402-96.1% |