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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 | $76,180 | $70,418+8.2% | $96,570-21.1% | $85,847-11.3% |
| Participation rate | 90.6% | 61.8%+28.8pp | 69.8%+20.8pp | 69.3%+21.3pp |
| Annual return | 12.94% | 18.59%-5.7pp | 37.79%-24.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $3,524 | $1,413+149.4% | $2,357+49.5% | $2,565+37.4% |
| Participant deferral / active EE | $6,314 | $2,894+118.2% | $3,849+64.0% | $3,952+59.8% |
| Admin fee / account holder | $2,754 | $4,995-44.9% | $6,182-55.4% | $6,261-56.0% |