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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 | $78,576 | $49,976+57.2% | $66,674+17.9% | $82,637-4.9% |
| Participation rate | 96.0% | 63.1%+32.9pp | 73.7%+22.3pp | 68.1%+27.9pp |
| Annual return | 13.64% | 39.09%-25.5pp | 321.24%-307.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $3,513 | $1,988+76.7% | $2,620+34.1% | $2,552+37.6% |
| Participant deferral / active EE | $9,261 | $2,847+225.4% | $4,084+126.8% | $4,126+124.5% |
| Admin fee / account holder | $6,539 | $4,594+42.3% | $5,098+28.3% | $7,339-10.9% |