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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 | $74,981 | $123,412-39.2% | $69,460+7.9% | $145,978-48.6% |
| Participation rate | 94.7% | 69.2%+25.5pp | 66.4%+28.3pp | 80.3%+14.4pp |
| Annual return | 17.18% | 191.25%-174.1pp | 100.80%-83.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $3,981 | $2,684+48.3% | $1,714+132.3% | $4,662-14.6% |
| Participant deferral / active EE | $8,830 | $4,240+108.3% | $2,890+205.6% | $6,690+32.0% |
| Admin fee / account holder | $8,282 | $7,816+6.0% | $4,695+76.4% | $13,400-38.2% |