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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 | $107,762 | $99,652+8.1% | $78,778+36.8% | $147,586-27.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 7.85% | 47.28%-39.4pp | 35.62%-27.8pp | 578.59%-570.7pp |
| Employer contribution / active EE | $1,353 | $2,796-51.6% | $1,986-31.9% | $4,876-72.3% |
| Participant deferral / active EE | $1,554 | $3,664-57.6% | $2,958-47.5% | $5,439-71.4% |
| Admin fee / account holder | $71,008 | $7,155+892.4% | $5,134+1283.1% | $10,886+552.3% |