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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 | $77,551 | $99,652-22.2% | $78,778-1.6% | $147,586-47.5% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.2%+19.0pp | 82.8%+5.4pp |
| Annual return | 17.48% | 47.28%-29.8pp | 35.62%-18.1pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,412 | $2,796-13.7% | $1,986+21.4% | $4,876-50.5% |
| Participant deferral / active EE | $5,149 | $3,664+40.6% | $2,958+74.1% | $5,439-5.3% |
| Admin fee / account holder | $4,234 | $7,155-40.8% | $5,134-17.5% | $10,886-61.1% |