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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 | $105,247 | $127,790-17.6% | $106,555-1.2% | $167,536-37.2% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 64.85% | 33.88%+31.0pp | 26.80%+38.0pp | 478.82%-414.0pp |
| Employer contribution / active EE | $1,857 | $3,428-45.8% | $2,819-34.1% | $4,839-61.6% |
| Participant deferral / active EE | $2,829 | $5,088-44.4% | $4,399-35.7% | $6,342-55.4% |
| Admin fee / account holder | $69,334 | $11,229+517.5% | $7,408+835.9% | $12,315+463.0% |