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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 | $102,364 | $102,3850% | $147,080-30.4% | $80,935+26.5% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 20.35% | 135.09%-114.7pp | 420.17%-399.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $3,128 | $3,717-15.8% | $4,933-36.6% | $2,757+13.5% |
| Participant deferral / active EE | $8,623 | $6,651+29.7% | $8,066+6.9% | $4,299+100.6% |
| Admin fee / account holder | $2,163 | $7,951-72.8% | $12,989-83.4% | $6,924-68.8% |