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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 | $79,579 | $68,681+15.9% | $86,615-8.1% | $85,847-7.3% |
| Participation rate | 96.2% | 66.4%+29.8pp | 71.6%+24.5pp | 69.3%+26.8pp |
| Annual return | 11.86% | 20.12%-8.3pp | 63.51%-51.7pp | 318.61%-306.8pp |
| Employer contribution / active EE | $3,752 | $1,880+99.5% | $2,496+50.3% | $2,565+46.3% |
| Participant deferral / active EE | $2,602 | $2,919-10.9% | $3,699-29.7% | $3,952-34.2% |
| Admin fee / account holder | $8,024 | $5,974+34.3% | $5,830+37.7% | $6,261+28.2% |