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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 | $84,788 | $100,004-15.2% | $81,438+4.1% | $145,959-41.9% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.5%+21.8pp | 80.3%+11.0pp |
| Annual return | 14.54% | 34.34%-19.8pp | 24.74%-10.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,036 | $2,970-65.1% | $2,460-57.9% | $4,661-77.8% |
| Participant deferral / active EE | $2,183 | $4,603-52.6% | $3,883-43.8% | $6,689-67.4% |
| Admin fee / account holder | $12,795 | $8,202+56.0% | $5,764+122.0% | $13,398-4.5% |