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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 | $61,962 | $81,487-24.0% | $102,412-39.5% | $80,935-23.4% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.7%+2.3pp |
| Annual return | 132.54% | 25.60%+106.9pp | 24.94%+107.6pp | 35.66%+96.9pp |
| Employer contribution / active EE | $2,797 | $3,103-9.9% | $3,870-27.7% | $2,757+1.4% |
| Participant deferral / active EE | $3,937 | $3,871+1.7% | $5,060-22.2% | $4,299-8.4% |
| Admin fee / account holder | $114,098 | $6,717+1598.6% | $8,388+1260.3% | $6,924+1547.8% |