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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 | $94,781 | $55,930+69.5% | $76,089+24.6% | $80,925+17.1% |
| Participation rate | 80.0% | 62.1%+17.9pp | 69.1%+10.9pp | 67.7%+12.3pp |
| Annual return | 11.58% | 20.58%-9.0pp | 360.94%-349.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,619 | $1,866-13.3% | $2,690-39.8% | $2,756-41.3% |
| Participant deferral / active EE | $5,183 | $3,051+69.9% | $4,259+21.7% | $4,299+20.6% |
| Admin fee / account holder | $2,542 | $5,241-51.5% | $6,418-60.4% | $6,940-63.4% |