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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 | $99,996 | $87,166+14.7% | $76,735+30.3% | $137,256-27.1% |
| Participation rate | 94.7% | 74.4%+20.4pp | 69.5%+25.2pp | 80.0%+14.8pp |
| Annual return | 11.13% | 26.50%-15.4pp | 29.77%-18.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,720 | $2,904-6.3% | $2,454+10.8% | $4,156-34.6% |
| Participant deferral / active EE | $4,911 | $4,726+3.9% | $4,088+20.1% | $6,407-23.3% |
| Admin fee / account holder | $90,040 | $8,403+971.5% | $7,189+1152.4% | $12,270+633.8% |