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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 | $56,570 | $197,637-71.4% | $177,848-68.2% | $158,982-64.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 6.98% | 58.77%-51.8pp | 48.33%-41.3pp | 302.99%-296.0pp |
| Employer contribution / active EE | $3,651 | $6,698-45.5% | $5,919-38.3% | $4,763-23.3% |
| Participant deferral / active EE | $4,321 | $8,405-48.6% | $7,714-44.0% | $5,983-27.8% |
| Admin fee / account holder | $80,123 | $15,406+420.1% | $12,431+544.5% | $11,252+612.1% |