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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 | $69,216 | $78,682-12.0% | $109,188-36.6% | $85,851-19.4% |
| Participation rate | 89.1% | 68.3%+20.8pp | 75.9%+13.2pp | 69.3%+19.8pp |
| Annual return | 16.26% | 25.09%-8.8pp | 25.76%-9.5pp | 318.63%-302.4pp |
| Employer contribution / active EE | $2,379 | $2,734-13.0% | $3,723-36.1% | $2,565-7.3% |
| Participant deferral / active EE | $4,317 | $3,468+24.5% | $4,654-7.2% | $3,952+9.2% |
| Admin fee / account holder | $8,972 | $5,470+64.0% | $6,755+32.8% | $6,261+43.3% |