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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 | $86,706 | $46,599+86.1% | $64,101+35.3% | $75,173+15.3% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 13.32% | 26.06%-12.7pp | 33.72%-20.4pp | 160.72%-147.4pp |
| Employer contribution / active EE | $7,671 | $1,975+288.4% | $2,749+179.1% | $2,671+187.2% |
| Participant deferral / active EE | $8,097 | $2,837+185.4% | $3,881+108.6% | $4,126+96.2% |
| Admin fee / account holder | $3,468 | $2,956+17.3% | $3,070+12.9% | $5,651-38.6% |