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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 | $98,289 | $63,346+55.2% | $92,240+6.6% | $70,126+40.2% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 15.80% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,508 | $2,471-39.0% | $3,680-59.0% | $2,343-35.6% |
| Participant deferral / active EE | $3,538 | $2,854+24.0% | $3,897-9.2% | $3,332+6.2% |
| Admin fee / account holder | $5,505 | $3,841+43.3% | $5,194+6.0% | $4,645+18.5% |