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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 | $95,514 | $77,920+22.6% | $149,723-36.2% | $75,177+27.1% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 14.24% | 31.72%-17.5pp | 134.50%-120.3pp | 160.75%-146.5pp |
| Employer contribution / active EE | $745 | $3,138-76.3% | $4,821-84.6% | $2,671-72.1% |
| Participant deferral / active EE | $5,184 | $3,411+52.0% | $5,682-8.8% | $4,126+25.6% |
| Admin fee / account holder | $65,398 | $5,951+999.0% | $13,215+394.9% | $5,651+1057.2% |