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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 | $72,866 | $85,024-14.3% | $70,544+3.3% | $139,466-47.8% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.4%+22.6pp | 80.3%+10.6pp |
| Annual return | 19.55% | 30.39%-10.8pp | 32.79%-13.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $10,703 | $3,912+173.6% | $2,976+259.7% | $4,754+125.1% |
| Participant deferral / active EE | $8,226 | $5,891+39.6% | $4,568+80.1% | $6,712+22.6% |
| Admin fee / account holder | $2,212 | $8,928-75.2% | $6,427-65.6% | $11,409-80.6% |