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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 | $85,091 | $78,670+8.2% | $109,173-22.1% | $85,847-0.9% |
| Participation rate | 89.9% | 68.3%+21.6pp | 75.9%+14.0pp | 69.3%+20.5pp |
| Annual return | 14.58% | 25.09%-10.5pp | 25.75%-11.2pp | 318.61%-304.0pp |
| Employer contribution / active EE | $2,558 | $2,734-6.4% | $3,723-31.3% | $2,565-0.3% |
| Participant deferral / active EE | $5,044 | $3,467+45.5% | $4,654+8.4% | $3,952+27.6% |
| Admin fee / account holder | $20,215 | $5,469+269.6% | $6,755+199.3% | $6,261+222.9% |