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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 | $85,336 | $101,063-15.6% | $81,473+4.7% | $147,586-42.2% |
| Participation rate | 95.7% | 74.5%+21.2pp | 68.0%+27.7pp | 82.8%+12.8pp |
| Annual return | 12.87% | 32.41%-19.5pp | 38.78%-25.9pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,055 | $3,206-4.7% | $2,568+19.0% | $4,876-37.3% |
| Participant deferral / active EE | $5,743 | $4,242+35.4% | $3,537+62.4% | $5,439+5.6% |
| Admin fee / account holder | $7,193 | $5,812+23.8% | $4,561+57.7% | $10,886-33.9% |