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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 | $90,987 | $58,726+54.9% | $92,240-1.4% | $62,293+46.1% |
| Participation rate | 80.8% | 68.3%+12.4pp | 76.5%+4.3pp | 69.5%+11.3pp |
| Annual return | 19.99% | 43.62%-23.6pp | 176.29%-156.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $493 | $2,392-79.4% | $3,680-86.6% | $2,042-75.9% |
| Participant deferral / active EE | $4,940 | $2,766+78.6% | $3,897+26.8% | $3,169+55.9% |
| Admin fee / account holder | $4,140 | $556+643.9% | $5,194-20.3% | $479+763.6% |