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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 | $169,140 | $117,895+43.5% | $102,460+65.1% | $145,897+15.9% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 17.45% | 31.92%-14.5pp | 29.47%-12.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,915 | $3,619-47.1% | $3,025-36.7% | $4,663-58.9% |
| Participant deferral / active EE | $4,365 | $5,736-23.9% | $5,056-13.7% | $6,689-34.7% |
| Admin fee / account holder | $23,085 | $13,353+72.9% | $9,460+144.0% | $13,390+72.4% |