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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 | $114,141 | $79,449+43.7% | $189,575-39.8% | $85,847+33.0% |
| Participation rate | 77.4% | 66.0%+11.4pp | 78.4%-1.0pp | 69.3%+8.1pp |
| Annual return | 20.85% | 18.45%+2.4pp | 64.19%-43.3pp | 318.61%-297.8pp |
| Employer contribution / active EE | $573 | $2,081-72.5% | $4,412-87.0% | $2,565-77.7% |
| Participant deferral / active EE | $2,111 | $4,051-47.9% | $6,174-65.8% | $3,952-46.6% |
| Admin fee / account holder | $10,586 | $5,377+96.9% | $9,806+8.0% | $6,261+69.1% |