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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 | $85,876 | $50,554+69.9% | $67,681+26.9% | $87,485-1.8% |
| Participation rate | 75.8% | 67.7%+8.0pp | 73.7%+2.0pp | 68.9%+6.8pp |
| Annual return | 11.95% | 17.81%-5.9pp | 590.58%-578.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,957 | $1,988-1.6% | $2,678-26.9% | $2,596-24.6% |
| Participant deferral / active EE | $2,839 | $2,961-4.1% | $3,976-28.6% | $4,274-33.6% |
| Admin fee / account holder | $15,409 | $4,132+272.9% | $6,100+152.6% | $7,775+98.2% |