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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 | $79,104 | $99,652-20.6% | $78,778+0.4% | $147,586-46.4% |
| Participation rate | 95.8% | 76.2%+19.6pp | 69.2%+26.6pp | 82.8%+13.0pp |
| Annual return | 8.20% | 47.28%-39.1pp | 35.62%-27.4pp | 578.59%-570.4pp |
| Employer contribution / active EE | $3,754 | $2,796+34.3% | $1,986+89.1% | $4,876-23.0% |
| Participant deferral / active EE | $2,787 | $3,664-23.9% | $2,958-5.8% | $5,439-48.8% |
| Admin fee / account holder | $43,203 | $7,155+503.8% | $5,134+741.5% | $10,886+296.9% |